PWM
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Partnership Wealth Management’s Otis Worldwide OTIS Stock Holding History

Partnership Wealth Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12
Closed -$1.21K – 145
2024
Q3 		$1.21K Hold
12
– – ﹤0.01% 185
2024
Q2 		$1.12K Hold
12
– – ﹤0.01% 207
2024
Q1 		$1.15K Hold
12
– – ﹤0.01% 205
2023
Q4 		$1.02K Buy
+12
New +$1.02K ﹤0.01% 206