swisspartners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,593
| Closed | -$357K | – | 80 |
|
|
2022
Q3 | $357K | Hold |
5,593
| – | – | 0.37% | 49 |
|
|
2022
Q2 | $408K | Hold |
5,593
| – | – | 0.39% | 50 |
|
|
2022
Q1 | $430K | Sell |
5,593
-65
| -1% | -$5K | 0.34% | 52 |
|
|
2021
Q4 | $499K | Hold |
5,658
| – | – | 0.35% | 56 |
|
|
2021
Q3 | $466K | Hold |
5,658
| – | – | 0.36% | 57 |
|
|
2021
Q2 | $463K | Buy |
5,658
+19
| +0.3% | +$1.56K | 0.33% | 61 |
|
|
2021
Q1 | $387K | Buy |
+5,639
| New | +$387K | 0.31% | 63 |
|