BerganKDV Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$30.6K	Sell	344 -146	-30%	-$12.3K	﹤0.01%	437
2023 Q1	$41.4K	Buy	490 +54	+12%	+$4.47K	﹤0.01%	415
2022 Q4	$34.1K	Buy	436 +4	+0.9%	+$295	﹤0.01%	418
2022 Q3	$28K	Sell	432 -124	-22%	-$9.07K	﹤0.01%	443
2022 Q2	$39K	Buy	556 +228	+70%	+$16.8K	﹤0.01%	410
2022 Q1	$25K	Sell	328 -250	-43%	-$20K	﹤0.01%	489
2021 Q4	$50K	Hold	578	–	–	0.01%	422
2021 Q3	$48K	Buy	578 +250	+76%	+$22K	0.01%	406
2021 Q2	$27K	Hold	328	–	–	﹤0.01%	481
2021 Q1	$22K	Hold	328	–	–	﹤0.01%	470
2020 Q4	$22K	Buy	328 +1	+0.3%	+$65	﹤0.01%	459
2020 Q3	$20K	Sell	327 -162	-33%	-$9.91K	﹤0.01%	428
2020 Q2	$28K	Buy	+489	New	+$25.3K	﹤0.01%	417