Seven Eight Capital’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-24,921
| Closed | -$2.59M | – | 451 |
|
2024
Q3 | $2.59M | Buy |
+24,921
| New | +$2.59M | 0.23% | 126 |
|
2024
Q1 | – | Sell |
-10,530
| Closed | -$942K | – | 760 |
|
2023
Q4 | $942K | Buy |
+10,530
| New | +$942K | 0.11% | 274 |
|
2023
Q1 | – | Sell |
-16,534
| Closed | -$1.29M | – | 567 |
|
2022
Q4 | $1.29M | Buy |
+16,534
| New | +$1.29M | 0.34% | 94 |
|
2022
Q2 | – | Sell |
-47,406
| Closed | -$3.65M | – | 558 |
|
2022
Q1 | $3.65M | Buy |
47,406
+44,814
| +1,729% | +$3.45M | 0.49% | 56 |
|
2021
Q4 | $226K | Sell |
2,592
-13,198
| -84% | -$1.15M | 0.04% | 397 |
|
2021
Q3 | $1.3M | Buy |
+15,790
| New | +$1.3M | 0.13% | 248 |
|
2020
Q4 | – | Sell |
-6,000
| Closed | -$375K | – | 570 |
|
2020
Q3 | $375K | Buy |
+6,000
| New | +$375K | 0.08% | 410 |
|