Fernwood Investment Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,185	Closed	-$118K	–	540
2024 Q1	$118K	Buy	+1,185	New	+$118K	0.03%	248
2021 Q4	–	Sell	-2,436	Closed	-$200K	–	215
2021 Q3	$200K	Buy	+2,436	New	+$200K	0.07%	193