BWA
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Burt Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Burt Wealth Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-812
Closed -$55K – 274
2020
Q4 		$55K Hold
812
– – 0.02% 174
2020
Q3 		$51K Hold
812
– – 0.02% 175
2020
Q2 		$46K Buy
+812
New +$46K 0.02% 180