CoreCap Advisors’s Otis Worldwide OTIS Stock Holding History

CoreCap Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$68.4K	Sell
2025 Q1	$76.7K	Buy
2024 Q4	$66.3K	Buy
2024 Q3	$73.8K	Sell
2024 Q2	$73.4K	Sell
2024 Q1	$76.1K	Buy
2022 Q4	$64.7K	Buy
2022 Q3	–	Sell
2022 Q2	$58K	Buy
2022 Q1	–	Sell
2021 Q4	$83K	Buy