SC
Saturna Capital’s Otis Worldwide OTIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-35,604
| Closed | -$2.41M | – | 175 |
|
2020
Q4 | $2.41M | Hold |
35,604
| – | – | 0.05% | 78 |
|
2020
Q3 | $2.22M | Sell |
35,604
-750
| -2% | -$46.8K | 0.06% | 77 |
|
2020
Q2 | $2.07M | Buy |
36,354
+604
| +2% | +$34.3K | 0.06% | 76 |
|
2020
Q1 | $1.7M | Buy |
+35,750
| New | +$1.7M | 0.05% | 83 |
|