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Clear Point Advisors’s Otis Worldwide OTIS Stock Holding History

Clear Point Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24
Closed -$2.5K – 399
2024
Q3 		$2.5K Hold
24
– – ﹤0.01% 435
2024
Q2 		$2.31K Hold
24
– – ﹤0.01% 432
2024
Q1 		$2.38K Hold
24
– – ﹤0.01% 427
2023
Q4 		$2.15K Buy
+24
New +$2.15K ﹤0.01% 415