WLPWM
OTIS icon

Walled Lake Planning & Wealth Management’s Otis Worldwide OTIS Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14
Closed -$1K – 360
2020
Q4 		$1K Hold
14
– – ﹤0.01% 309
2020
Q3 		$1K Hold
14
– – ﹤0.01% 322
2020
Q2 		$1K Buy
+14
New +$1K ﹤0.01% 314