Capital Advantage’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
2,354
-20
-0.8% -$1.98K 0.04% 129
2025
Q1
$220K Hold
2,374
0.04% 132
2024
Q4
$220K Buy
+2,374
New +$220K 0.04% 132