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Personal CFO Solutions’s Otis Worldwide OTIS Stock Holding History

Personal CFO Solutions’s Portfolio OTIS Stock Details OTIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$214K Sell
2,160
-5
-0.2% -$495 0.04% 453
2025
Q1 		$223K Buy
+2,165
New +$223K 0.05% 399
2024
Q4 		– Sell
-1,956
Closed -$203K – 569
2024
Q3 		$203K Buy
+1,956
New +$203K 0.03% 532