CFA
OTIS icon

CWS Financial Advisors’s Otis Worldwide OTIS Stock Holding History

CWS Financial Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-789
Closed -$63.4K – 166
2023
Q3 		$63.4K Buy
+789
New +$63.4K 0.03% 170