Valmark Advisers’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,425
Closed -$211K 433
2021
Q4
$211K Buy
+2,425
New +$211K ﹤0.01% 390