WI
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WBI Investments’s Otis Worldwide OTIS Stock Holding History

WBI Investments’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
Q3 		– Sell
-2,369
Closed -$228K – 261
2024
Q2 		$228K Sell
2,369
-8,274
-78% -$796K 0.06% 158
2024
Q1 		$1.06M Buy
10,643
+8,331
+360% +$827K 0.22% 105
2023
Q4 		$207K Buy
+2,312
New +$207K 0.04% 192