SPA
Sherbrooke Park Advisers’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,082
| Closed | -$1.89M | – | 1130 |
|
|
2024
Q1 | $1.89M | Buy |
19,082
+13,636
| +250% | +$1.35M | 0.37% | 25 |
|
|
2023
Q4 | $487K | Sell |
5,446
-21,812
| -80% | -$1.95M | 0.23% | 167 |
|
|
2023
Q3 | $2.19M | Buy |
+27,258
| New | +$2.19M | 0.69% | 10 |
|
|
2023
Q2 | – | Sell |
-4,500
| Closed | -$380K | – | 375 |
|
|
2023
Q1 | $380K | Buy |
+4,500
| New | +$380K | 0.57% | 58 |
|