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Diversify Advisory Services’s Otis Worldwide OTIS Stock Holding History

Diversify Advisory Services’s Portfolio OTIS Stock Details OTIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,136
Closed -$529K – 669
2024
Q3 		$529K Sell
5,136
-807
-14% -$83.1K 0.03% 369
2024
Q2 		$572K Sell
5,943
-3,121
-34% -$301K 0.03% 358
2024
Q1 		$893K Buy
+9,064
New +$893K 0.05% 279