Trium Capital’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-73,370
| Closed | -$7.63M | – | 57 |
|
|
2024
Q3 | $7.63M | Buy |
73,370
+4,913
| +7% | +$511K | 2.18% | 7 |
|
|
2024
Q2 | $6.59M | Sell |
68,457
-21,951
| -24% | -$2.11M | 0.83% | 10 |
|
|
2024
Q1 | $8.98M | Sell |
90,408
-4,631
| -5% | -$460K | 3.36% | 8 |
|
|
2023
Q4 | $8.5K | Buy |
95,039
+2,094
| +2% | +$187 | 0.69% | 8 |
|
|
2023
Q3 | $7.46K | Hold |
92,945
| – | – | 0.14% | 7 |
|
|
2023
Q2 | $8.27K | Buy |
92,945
+16,375
| +21% | +$1.46K | 1.76% | 7 |
|
|
2023
Q1 | $6.46M | Buy |
76,570
+2,209
| +3% | +$186K | 2.24% | 10 |
|
|
2022
Q4 | $5.82M | Buy |
+74,361
| New | +$5.82M | 2.14% | 11 |
|