Columbia 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
2021 Q2	–	Sell	-5,386	Closed	-$369K	–	186
2021 Q1	$369K	Sell	5,386 -187	-3%	-$12.8K	0.07%	147
2020 Q4	$376K	Hold	5,573	–	–	0.08%	140
2020 Q3	$348K	Sell	5,573 -50	-0.9%	-$3.12K	0.08%	130
2020 Q2	$320K	Buy	+5,623	New	+$320K	0.08%	136