Thomas White International’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 | $132K | Hold |
1,484
| – | – | 0.03% | 228 |
|
|
2023
Q1 | $125K | Hold |
1,484
| – | – | 0.03% | 236 |
|
|
2022
Q4 | $116K | Sell |
1,484
-686
| -32% | -$53.7K | 0.03% | 246 |
|
|
2022
Q3 | $138K | Hold |
2,170
| – | – | 0.03% | 252 |
|
|
2022
Q2 | $153K | Hold |
2,170
| – | – | 0.03% | 251 |
|
|
2022
Q1 | $167K | Hold |
2,170
| – | – | 0.03% | 253 |
|
|
2021
Q4 | $189K | Hold |
2,170
| – | – | 0.03% | 256 |
|
|
2021
Q3 | $179K | Hold |
2,170
| – | – | 0.03% | 269 |
|
|
2021
Q2 | $177K | Hold |
2,170
| – | – | 0.02% | 266 |
|
|
2021
Q1 | $149K | Hold |
2,170
| – | – | 0.02% | 275 |
|
|
2020
Q4 | $147K | Buy |
+2,170
| New | +$147K | 0.02% | 273 |
|