World Asset Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $810K | Sell |
9,841
-817
| -8% | -$67.2K | 0.08% | 247 |
|
|
2021
Q2 | $872K | Sell |
10,658
-633
| -6% | -$51.8K | 0.08% | 249 |
|
|
2021
Q1 | $879K | Sell |
11,291
-2,604
| -19% | -$203K | 0.08% | 254 |
|
|
2020
Q4 | $939K | Sell |
13,895
-1,255
| -8% | -$84.8K | 0.09% | 219 |
|
|
2020
Q3 | $946K | Sell |
15,150
-873
| -5% | -$54.5K | 0.1% | 200 |
|
|
2020
Q2 | $911K | Buy |
+16,023
| New | +$911K | 0.1% | 200 |
|