Glassman Wealth Services’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	-803	Closed	-$71.8K	–	1321
2023 Q4	$71.8K	Sell	803 -8	-1%	-$665	0.01%	365
2023 Q3	$65.1K	Sell	811 -14	-2%	-$1.2K	0.01%	360
2023 Q2	$73.4K	Sell	825 -60	-7%	-$5.05K	0.01%	321
2023 Q1	$74.7K	Buy	885 +36	+4%	+$2.98K	0.01%	317
2022 Q4	$66.5K	Sell	849 -112	-12%	-$8.27K	0.01%	354
2022 Q3	$61K	Buy	961 +88	+10%	+$6.44K	0.01%	342
2022 Q2	$62K	Buy	873 +45	+5%	+$3.31K	0.01%	345
2022 Q1	$64K	Sell	828 -801	-49%	-$64K	0.01%	349
2021 Q4	$142K	Buy	1,629 +50	+3%	+$4.18K	0.03%	200
2021 Q3	$130K	Buy	1,579 +1,240	+366%	+$109K	0.03%	203
2021 Q2	$28K	Buy	339 +49	+17%	+$3.77K	0.01%	477
2021 Q1	$20K	Sell	290 -5	-2%	-$327	﹤0.01%	532
2020 Q4	$20K	Buy	295 +18	+6%	+$1.17K	﹤0.01%	528
2020 Q3	$17K	Sell	277 -245	-47%	-$15K	﹤0.01%	476
2020 Q2	$30K	Buy	+522	New	+$27K	0.01%	323