FinTrust Capital Advisors’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 Q3	$103K	Buy	989 +47	+5%	+$4.48K	0.02%	428
2024 Q2	$90.7K	Sell	942 -56	-6%	-$5.4K	0.02%	422
2024 Q1	$99.1K	Buy	998 +20	+2%	+$1.85K	0.02%	389
2023 Q4	$87.5K	Sell	978 -54	-5%	-$4.49K	0.02%	392
2023 Q3	$82.9K	Sell	1,032 -37	-3%	-$3.16K	0.02%	382
2023 Q2	$83.7K	Hold	1,069	–	–	0.02%	375
2023 Q1	$83.7K	Hold	1,069	–	–	0.02%	373
2022 Q4	$83.7K	Sell	1,069 -22	-2%	-$1.62K	0.02%	373
2022 Q3	$73K	Hold	1,091	–	–	0.02%	442
2022 Q2	$78K	Sell	1,091 -95	-8%	-$7K	0.02%	448
2022 Q1	$91K	Hold	1,186	–	–	0.02%	446
2021 Q4	$103K	Buy	1,186 +30	+3%	+$2.51K	0.02%	414
2021 Q3	$95K	Sell	1,156 -135	-10%	-$11.9K	0.03%	429
2021 Q2	$106K	Sell	1,291 -76	-6%	-$5.85K	0.03%	414
2021 Q1	$94K	Sell	1,367 -177	-11%	-$11.6K	0.03%	429
2020 Q4	$104K	Sell	1,544 -100	-6%	-$6.49K	0.03%	376
2020 Q3	$103	Buy	1,644 +15	+0.9%	+$917	0.02%	354
2020 Q2	$93K	Buy	+1,629	New	+$84.4K	0.04%	349