Avalon Investment & Advisory’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,162	Closed	-$353K	–	366
2021 Q1	$353K	Buy	5,162 +151	+3%	+$10.3K	0.01%	307
2020 Q4	$338K	Sell	5,011 -2,189	-30%	-$148K	0.01%	309
2020 Q3	$449K	Buy	7,200 +100	+1%	+$6.24K	0.01%	271
2020 Q2	$404K	Buy	+7,100	New	+$404K	0.01%	254