WAM
Wolverine Asset Management’s Otis Worldwide OTIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-28,000
| Closed | -$2.19M | – | 1689 |
|
2022
Q4 | $2.19M | Buy |
+28,000
| New | +$2.19M | 0.02% | 347 |
|
2022
Q3 | – | Sell |
-12,000
| Closed | -$848K | – | 2155 |
|
2022
Q2 | $848K | Buy |
+12,000
| New | +$848K | 0.01% | 654 |
|
2021
Q4 | – | Sell |
-14,000
| Closed | -$1.15M | – | 1891 |
|
2021
Q3 | $1.15M | Sell |
14,000
-56,492
| -80% | -$4.64M | 0.01% | 491 |
|
2021
Q2 | $5.76M | Buy |
+70,492
| New | +$5.76M | 0.04% | 175 |
|