Edgestream Partners’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-34,526	Closed	-$3.09M	–	967
2023 Q4	$3.09M	Buy	34,526 +27,191	+371%	+$2.43M	0.22%	128
2023 Q3	$589K	Sell	7,335 -37,135	-84%	-$2.98M	0.05%	549
2023 Q2	$3.96M	Buy	+44,470	New	+$3.96M	0.36%	36