Aspire Private Capital’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-86	Closed	-$8.94K	–	486
2024 Q3	$8.94K	Hold	86	–	–	﹤0.01%	398
2024 Q2	$8.28K	Sell	86 -10	-10%	-$964	﹤0.01%	406
2024 Q1	$9.53K	Buy	96 +10	+12%	+$924	﹤0.01%	409
2023 Q4	$7.69K	Sell	86 -473	-85%	-$39.3K	﹤0.01%	424
2023 Q3	$44.9K	Hold	559	–	–	0.01%	217
2023 Q2	$49.8K	Hold	559	–	–	0.02%	203
2023 Q1	$47.2K	Hold	559	–	–	0.02%	208
2022 Q4	$43.8K	Hold	559	–	–	0.02%	204
2022 Q3	$36K	Hold	559	–	–	0.01%	229
2022 Q2	$40K	Hold	559	–	–	0.01%	224
2022 Q1	$43K	Hold	559	–	–	0.01%	219
2021 Q4	$49K	Hold	559	–	–	0.02%	221
2021 Q3	$46K	Hold	559	–	–	0.02%	218
2021 Q2	$46K	Hold	559	–	–	0.01%	218
2021 Q1	$38K	Buy	+559	New	+$36.5K	0.01%	235