Northwest Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-181
Closed -$18.8K 400
2024
Q3
$18.8K Buy
+181
New +$18.8K 0.01% 324
2024
Q1
Sell
-180
Closed -$16.1K 386
2023
Q4
$16.1K Buy
+180
New +$16.1K 0.01% 328