Reilly Financial Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $11.8M | Buy |
+135,399
| New | +$11.8M | 0.88% | 52 |
|
|
2021
Q3 | – | Sell |
-155,693
| Closed | -$12.7M | – | 1016 |
|
|
2021
Q2 | $12.7M | Sell |
155,693
-23,157
| -13% | -$1.89M | 1.03% | 48 |
|
|
2021
Q1 | $12.2M | Buy |
178,850
+3,321
| +2% | +$227K | 1.08% | 39 |
|
|
2020
Q4 | $11.9M | Buy |
175,529
+2,150
| +1% | +$145K | 1.11% | 37 |
|
|
2020
Q3 | $10.8M | Sell |
173,379
-31,409
| -15% | -$1.96M | 1.16% | 38 |
|
|
2020
Q2 | $11.6M | Buy |
+204,788
| New | +$11.6M | 1.37% | 31 |
|