Wetzel Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-75
Closed -$7.45K 657
2024
Q2
$7.45K Sell
75
-89
-54% -$8.84K ﹤0.01% 504
2024
Q1
$15.7K Buy
164
+2
+1% +$191 0.01% 424
2023
Q4
$14K Buy
+162
New +$14K 0.01% 443