Vident Investment Advisory’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 |
-105,356
| Closed | -$9.38M | – | 729 |
|
|
2023
Q2 | $9.38M | Buy |
105,356
+97,636
| +1,265% | +$8.69M | 0.32% | 86 |
|
|
2023
Q1 | $652K | Sell |
7,720
-18,397
| -70% | -$1.55M | 0.02% | 678 |
|
|
2022
Q4 | $2.05M | Buy |
+26,117
| New | +$2.05M | 0.08% | 293 |
|
|
2022
Q3 | – | Sell |
-19,916
| Closed | -$1.41M | – | 1261 |
|
|
2022
Q2 | $1.41M | Buy |
19,916
+11,219
| +129% | +$791K | 0.04% | 520 |
|
|
2022
Q1 | $669K | Buy |
8,697
+614
| +8% | +$47.2K | 0.02% | 835 |
|
|
2021
Q4 | $703K | Sell |
8,083
-48
| -0.6% | -$4.18K | 0.02% | 833 |
|
|
2021
Q3 | $669K | Sell |
8,131
-1,607
| -17% | -$132K | 0.02% | 797 |
|
|
2021
Q2 | $796K | Buy |
+9,738
| New | +$796K | 0.02% | 714 |
|
|
2020
Q3 | – | Sell |
-6,119
| Closed | -$348K | – | 916 |
|
|
2020
Q2 | $348K | Buy |
+6,119
| New | +$348K | 0.02% | 742 |
|