Capital Performance Advisors’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-331
Closed -$34.4K 1902
2024
Q3
$34.4K Buy
+331
New +$34.4K 0.01% 449