BWM
OTIS icon

BKM Wealth Management’s Otis Worldwide OTIS Stock Holding History

BKM Wealth Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,754
Closed -$174K – 185
2024
Q1 		$174K Sell
1,754
-50
-3% -$4.96K 0.07% 167
2023
Q4 		$161K Buy
+1,804
New +$161K 0.07% 164