R.H. Bluestein & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $664K | Buy |
10,415
+300
| +3% | +$19.1K | 0.04% | 121 |
|
|
2022
Q2 | $715K | Hold |
10,115
| – | – | 0.04% | 129 |
|
|
2022
Q1 | $778K | Buy |
10,115
+600
| +6% | +$46.1K | 0.03% | 129 |
|
|
2021
Q4 | $828K | Sell |
9,515
-3,000
| -24% | -$261K | 0.03% | 124 |
|
|
2021
Q3 | $1.03M | Buy |
12,515
+1,000
| +9% | +$82.3K | 0.04% | 109 |
|
|
2021
Q2 | $942K | Sell |
11,515
-1,000
| -8% | -$81.8K | 0.04% | 130 |
|
|
2021
Q1 | $857K | Sell |
12,515
-11,835
| -49% | -$810K | 0.04% | 122 |
|
|
2020
Q4 | $1.65M | Buy |
+24,350
| New | +$1.65M | 0.07% | 80 |
|