Financial Advisory Group’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$368K	Hold	3,711	–	–	0.07%	71
2023 Q4	$332K	Hold	3,711	–	–	0.06%	72
2023 Q3	$298K	Sell	3,711 -94	-2%	-$8.04K	0.06%	70
2023 Q2	$339K	Sell	3,805 -150	-4%	-$12.6K	0.07%	67
2023 Q1	$334K	Sell	3,955 -513	-11%	-$42.5K	0.07%	67
2022 Q4	$350K	Hold	4,468	–	–	0.07%	67
2022 Q3	$285K	Hold	4,468	–	–	0.06%	72
2022 Q2	$316K	Hold	4,468	–	–	0.07%	68
2022 Q1	$344K	Hold	4,468	–	–	0.07%	69
2021 Q4	$389K	Hold	4,468	–	–	0.08%	66
2021 Q3	$368K	Hold	4,468	–	–	0.08%	62
2021 Q2	$365K	Hold	4,468	–	–	0.09%	64
2021 Q1	$306K	Hold	4,468	–	–	0.08%	63
2020 Q4	$302K	Hold	4,468	–	–	0.08%	64
2020 Q3	$279K	Hold	4,468	–	–	0.09%	60
2020 Q2	$254K	Buy	+4,468	New	+$231K	0.09%	61