Veritable’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 |
-19,426
| Closed | -$1.73M | – | 572 |
|
|
2023
Q2 | $1.73M | Buy |
19,426
+325
| +2% | +$28.9K | 0.03% | 266 |
|
|
2023
Q1 | $1.61M | Buy |
19,101
+1,409
| +8% | +$119K | 0.03% | 276 |
|
|
2022
Q4 | $1.39M | Sell |
17,692
-583
| -3% | -$45.7K | 0.02% | 288 |
|
|
2022
Q3 | $1.17M | Sell |
18,275
-306
| -2% | -$19.5K | 0.02% | 304 |
|
|
2022
Q2 | $1.31M | Sell |
18,581
-283
| -2% | -$20K | 0.02% | 308 |
|
|
2022
Q1 | $1.45M | Buy |
18,864
+438
| +2% | +$33.7K | 0.02% | 310 |
|
|
2021
Q4 | $1.6M | Buy |
18,426
+241
| +1% | +$21K | 0.02% | 301 |
|
|
2021
Q3 | $1.5M | Buy |
18,185
+54
| +0.3% | +$4.44K | 0.02% | 293 |
|
|
2021
Q2 | $1.48M | Buy |
18,131
+85
| +0.5% | +$6.95K | 0.02% | 302 |
|
|
2021
Q1 | $1.24M | Sell |
18,046
-2,642
| -13% | -$181K | 0.02% | 310 |
|
|
2020
Q4 | $1.4M | Sell |
20,688
-1,622
| -7% | -$110K | 0.03% | 271 |
|
|
2020
Q3 | $1.39M | Sell |
22,310
-3,215
| -13% | -$201K | 0.03% | 250 |
|
|
2020
Q2 | $1.45M | Buy |
+25,525
| New | +$1.45M | 0.03% | 238 |
|