KWA
OTIS icon

Kingswood Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Kingswood Wealth 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
2025
Q2 		$208K Sell
2,103
-47
-2% -$4.66K 0.02% 693
2025
Q1 		$222K Buy
+2,150
New +$222K 0.02% 648