Segall Bryant & Hamill’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,971
| Closed | -$353K | – | 644 |
|
|
2023
Q2 | $353K | Sell |
3,971
-584
| -13% | -$52K | ﹤0.01% | 617 |
|
|
2023
Q1 | $384K | Sell |
4,555
-214
| -4% | -$18K | ﹤0.01% | 605 |
|
|
2022
Q4 | $373K | Sell |
4,769
-868
| -15% | -$67.9K | ﹤0.01% | 615 |
|
|
2022
Q3 | $361K | Sell |
5,637
-1
| -0% | -$64 | ﹤0.01% | 631 |
|
|
2022
Q2 | $397K | Sell |
5,638
-6
| -0.1% | -$422 | ﹤0.01% | 614 |
|
|
2022
Q1 | $435K | Sell |
5,644
-323
| -5% | -$24.9K | ﹤0.01% | 623 |
|
|
2021
Q4 | $517K | Sell |
5,967
-11
| -0.2% | -$953 | ﹤0.01% | 506 |
|
|
2021
Q3 | $485K | Sell |
5,978
-198
| -3% | -$16.1K | ﹤0.01% | 628 |
|
|
2021
Q2 | $498K | Sell |
6,176
-2,724
| -31% | -$220K | ﹤0.01% | 605 |
|
|
2021
Q1 | $607K | Sell |
8,900
-646
| -7% | -$44.1K | 0.01% | 618 |
|
|
2020
Q4 | $646K | Sell |
9,546
-543
| -5% | -$36.7K | 0.01% | 530 |
|
|
2020
Q3 | $625K | Sell |
10,089
-161
| -2% | -$9.97K | 0.01% | 508 |
|
|
2020
Q2 | $587K | Buy |
+10,250
| New | +$587K | 0.01% | 553 |
|