Avestar Capital’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,228
Closed -$206K 464
2024
Q4
$206K Buy
2,228
+143
+7% +$13.2K 0.02% 445
2024
Q3
$217K Sell
2,085
-29
-1% -$3.01K 0.02% 402
2024
Q2
$203K Buy
+2,114
New +$203K 0.02% 384