Arete Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.03M	Buy	+20,528	New	+$2.03M	0.14%	144
2020 Q4	–	Sell	-4,463	Closed	-$282K	–	436
2020 Q3	$282K	Sell	4,463 -573	-11%	-$36.2K	0.04%	300
2020 Q2	$286K	Buy	+5,036	New	+$286K	0.05%	300