Delta Financial Advisors’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	-3,908	Closed	-$268K	–	117
2021 Q1	$268K	Buy	3,908 +78	+2%	+$5.35K	0.13%	103
2020 Q4	$259K	Sell	3,830 -368	-9%	-$24.9K	0.13%	104
2020 Q3	$262K	Sell	4,198 -208	-5%	-$13K	0.15%	102
2020 Q2	$251K	Buy	+4,406	New	+$251K	0.15%	101