B. Riley Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$585	Buy	+8,279	New	+$585	﹤0.01%	386
2020 Q4	–	Sell	-4,007	Closed	-$250K	–	439
2020 Q3	$250K	Buy	4,007 +305	+8%	+$19K	0.03%	326
2020 Q2	$210K	Buy	+3,702	New	+$210K	0.02%	366