Focused Wealth Management’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	–	Sell	-84	Closed	-$7.48K	–	721
2023 Q4	$7.48K	Buy	84 +1	+1%	+$83	﹤0.01%	599
2023 Q3	$6.71K	Hold	83	–	–	﹤0.01%	600
2023 Q2	$7.43K	Hold	83	–	–	﹤0.01%	601
2023 Q1	$7.04K	Hold	83	–	–	﹤0.01%	603
2022 Q4	$6.52K	Hold	83	–	–	﹤0.01%	598
2022 Q3	$5K	Hold	83	–	–	﹤0.01%	629
2022 Q2	$6K	Hold	83	–	–	﹤0.01%	591
2022 Q1	$6K	Hold	83	–	–	﹤0.01%	645
2021 Q4	$7K	Hold	83	–	–	﹤0.01%	647
2021 Q3	$7K	Hold	83	–	–	﹤0.01%	662
2021 Q2	$7K	Buy	83 +1	+1%	+$77	﹤0.01%	664
2021 Q1	$6K	Hold	82	–	–	﹤0.01%	682
2020 Q4	$6K	Sell	82 -12	-13%	-$778	﹤0.01%	635
2020 Q3	$6K	Buy	94 +3	+3%	+$183	﹤0.01%	584
2020 Q2	$5K	Buy	+91	New	+$4.71K	﹤0.01%	588