Sun Life Financial’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,150
| Closed | -$265K | – | 62 |
|
|
2023
Q1 | $265K | Hold |
3,150
| – | – | 0.02% | 63 |
|
|
2022
Q4 | $248K | Sell |
3,150
-83
| -3% | -$6.54K | 0.02% | 63 |
|
|
2022
Q3 | $206K | Sell |
3,233
-633
| -16% | -$40.3K | 0.02% | 66 |
|
|
2022
Q2 | $274K | Sell |
3,866
-161
| -4% | -$11.4K | 0.02% | 66 |
|
|
2022
Q1 | $309K | Sell |
4,027
-134
| -3% | -$10.3K | 0.01% | 74 |
|
|
2021
Q4 | $362K | Buy |
4,161
+227
| +6% | +$19.7K | 0.01% | 74 |
|
|
2021
Q3 | $323K | Buy |
3,934
+923
| +31% | +$75.8K | 0.02% | 69 |
|
|
2021
Q2 | $246K | Sell |
3,011
-331
| -10% | -$27K | 0.01% | 69 |
|
|
2021
Q1 | $228K | Sell |
3,342
-40
| -1% | -$2.73K | 0.02% | 115 |
|
|
2020
Q4 | $228K | Sell |
3,382
-239
| -7% | -$16.1K | 0.03% | 107 |
|
|
2020
Q3 | $226K | Sell |
3,621
-472
| -12% | -$29.5K | 0.04% | 117 |
|
|
2020
Q2 | $233K | Buy |
+4,093
| New | +$233K | 0.05% | 109 |
|