GoalVest Advisory’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-18
Closed -$1.79K 393
2024
Q1
$1.79K Buy
+18
New +$1.79K ﹤0.01% 372
2022
Q2
Sell
-1
Closed 482
2022
Q1
$0 Buy
+1
New ﹤0.01% 475