ZRP
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Zynergy Retirement Planning’s Otis Worldwide OTIS Stock Holding History

Zynergy Retirement Planning’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-140
Closed -$13K – 75
2025
Q1 		$13K Hold
140
– – 0.01% 80
2024
Q4 		$14.6K Hold
140
– – 0.01% 69
2024
Q3 		$14.6K Hold
140
– – 0.01% 69
2024
Q2 		$13.5K Buy
+140
New +$13.5K 0.01% 79