Sonora Investment Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $130K | Hold |
1,582
| – | – | 0.02% | 266 |
|
|
2021
Q2 | $129K | Buy |
1,582
+3
| +0.2% | +$245 | 0.02% | 249 |
|
|
2021
Q1 | $108K | Buy |
1,579
+480
| +44% | +$32.8K | 0.01% | 398 |
|
|
2020
Q4 | $74K | Buy |
1,099
+433
| +65% | +$29.2K | 0.01% | 499 |
|
|
2020
Q3 | $42K | Sell |
666
-5
| -0.7% | -$315 | ﹤0.01% | 646 |
|
|
2020
Q2 | $38K | Buy |
+671
| New | +$38K | ﹤0.01% | 580 |
|