TBH Global Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,342
| Closed | -$743K | – | 234 |
|
|
2023
Q2 | $743K | Sell |
8,342
-8,337
| -50% | -$742K | 0.15% | 107 |
|
|
2023
Q1 | $1.41M | Sell |
16,679
-400
| -2% | -$33.8K | 0.3% | 65 |
|
|
2022
Q4 | $1.34M | Sell |
17,079
-640
| -4% | -$50.1K | 0.33% | 63 |
|
|
2022
Q3 | $1.13M | Sell |
17,719
-474
| -3% | -$30.2K | 0.29% | 64 |
|
|
2022
Q2 | $1.29M | Buy |
18,193
+1
| +0% | +$71 | 0.3% | 65 |
|
|
2022
Q1 | $1.4M | Sell |
18,192
-2,212
| -11% | -$170K | 0.3% | 68 |
|
|
2021
Q4 | $1.78M | Sell |
20,404
-224
| -1% | -$19.5K | 0.37% | 61 |
|
|
2021
Q3 | $1.7M | Buy |
20,628
+2,452
| +13% | +$202K | 0.39% | 62 |
|
|
2021
Q2 | $1.49M | Buy |
+18,176
| New | +$1.49M | 0.34% | 62 |
|