Opal Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.7K Hold
734
0.02% 313
2025
Q1
$75.7K Buy
+734
New +$75.7K 0.02% 303
2024
Q3
Sell
-740
Closed -$71.2K 880
2024
Q2
$71.2K Buy
+740
New +$71.2K 0.02% 313