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Financial Life Planners’s Otis Worldwide OTIS Stock Holding History

Financial Life Planners’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,342
Closed -$139K – 75
2025
Q1 		$139K Buy
1,342
+5
+0.4% +$516 0.13% 65
2024
Q4 		$124K Buy
+1,337
New +$124K 0.1% 64