Avantax Planning Partners’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 Q1	–	Sell	-2,809	Closed	-$251K	–	472
2023 Q4	$251K	Buy	+2,809	New	+$234K	0.01%	320
2023 Q3	–	Sell	-2,647	Closed	-$236K	–	381
2023 Q2	$236K	Buy	2,647 +88	+3%	+$7.41K	0.01%	331
2023 Q1	$216K	Buy	+2,559	New	+$212K	0.01%	346
2022 Q2	–	Sell	-2,894	Closed	-$223K	–	365
2022 Q1	$223K	Sell	2,894 -73	-2%	-$5.83K	0.01%	326
2021 Q4	$258K	Buy	2,967 +93	+3%	+$7.79K	0.01%	299
2021 Q3	$236K	Buy	2,874 +9	+0.3%	+$791	0.01%	291
2021 Q2	$234K	Sell	2,865 -125	-4%	-$9.62K	0.01%	288
2021 Q1	$205K	Sell	2,990 -30	-1%	-$1.96K	0.01%	292
2020 Q4	$204K	Sell	3,020 -1,321	-30%	-$85.7K	0.01%	277
2020 Q3	$271K	Sell	4,341 -477	-10%	-$29.2K	0.01%	243
2020 Q2	$274K	Buy	+4,818	New	+$250K	0.02%	226