Beach Investment Counsel’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-400	Closed	-$42K	–	187
2024 Q3	$42K	Sell	400 -291	-42%	-$30.6K	0.01%	182
2024 Q2	$67K	Buy	+691	New	+$67K	0.01%	167