True North Advisors’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,839
Closed -$233K 243
2021
Q3
$233K Hold
2,839
0.05% 210
2021
Q2
$232K Buy
+2,839
New +$232K 0.05% 203
2020
Q4
Sell
-3,884
Closed -$242K 200
2020
Q3
$242K Buy
+3,884
New +$242K 0.07% 157