DFPG Investments’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$785K	Buy	8,954 +213	+2%	+$18.7K	0.06%	287
2023 Q3	$705K	Buy	8,741 +3,725	+74%	+$300K	0.07%	275
2023 Q2	$442K	Buy	5,016 +317	+7%	+$27.9K	0.04%	406
2023 Q1	$397K	Buy	+4,699	New	+$397K	0.04%	385