Cape Investment Advisory’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.94K	Hold	60	–	–	﹤0.01%	727
2025 Q1	$6.19K	Sell	60 -2	-3%	-$206	﹤0.01%	700
2024 Q4	$5.74K	Buy	62 +39	+170%	+$3.61K	﹤0.01%	705
2024 Q3	$2.39K	Buy	+23	New	+$2.39K	﹤0.01%	800