Tilia Fiduciary Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-962
| Closed | -$85.6K | – | 354 |
|
|
2023
Q2 | $85.6K | Sell |
962
-4
| -0.4% | -$356 | 0.08% | 150 |
|
|
2023
Q1 | $81.5K | Buy |
966
+6
| +0.6% | +$506 | 0.08% | 160 |
|
|
2022
Q4 | $75.2K | Hold |
960
| – | – | 0.07% | 165 |
|
|
2022
Q3 | $62K | Buy |
960
+5
| +0.5% | +$323 | 0.06% | 177 |
|
|
2022
Q2 | $66K | Sell |
955
-111
| -10% | -$7.67K | 0.06% | 178 |
|
|
2022
Q1 | $82K | Buy |
1,066
+87
| +9% | +$6.69K | 0.07% | 170 |
|
|
2021
Q4 | $85K | Buy |
+979
| New | +$85K | 0.07% | 169 |
|