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Confluence Wealth Services’s Otis Worldwide OTIS Stock Holding History

Confluence Wealth Services’s Portfolio OTIS Stock Details OTIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,217
Closed -$105K – 874
2021
Q4 		$105K Buy
+1,217
New +$105K 0.03% 326