Cary Street Partners Asset Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-441	Closed	-$37.2K	–	337
2023 Q1	$37.2K	Sell	441 -31	-7%	-$2.62K	0.01%	260
2022 Q4	$37K	Hold	472	–	–	0.01%	282
2022 Q3	$30K	Buy	+472	New	+$30K	0.01%	251