DLCIG
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D.L. Carlson Investment Group’s Otis Worldwide OTIS Stock Holding History

D.L. Carlson Investment Group’s Portfolio OTIS Stock Details OTIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31,001
Closed -$2.98M – 158
2024
Q2 		$2.98M Sell
31,001
-375
-1% -$36.1K 0.58% 58
2024
Q1 		$3.11M Buy
+31,376
New +$3.11M 0.61% 57