McGlone Suttner Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-133
Closed -$11.9K 604
2023
Q4
$11.9K Buy
+133
New +$11.9K ﹤0.01% 501