Virtue Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,882
| Closed | -$338K | – | 418 |
|
|
2021
Q4 | $338K | Sell |
3,882
-128
| -3% | -$11.1K | 0.05% | 329 |
|
|
2021
Q3 | $330K | Buy |
4,010
+620
| +18% | +$51K | 0.06% | 301 |
|
|
2021
Q2 | $277K | Sell |
3,390
-1
| -0% | -$82 | 0.06% | 274 |
|
|
2021
Q1 | $232K | Sell |
3,391
-28
| -0.8% | -$1.92K | 0.05% | 264 |
|
|
2020
Q4 | $231K | Buy |
3,419
+151
| +5% | +$10.2K | 0.06% | 246 |
|
|
2020
Q3 | $204K | Buy |
+3,268
| New | +$204K | 0.05% | 234 |
|