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Halpern Financial’s Otis Worldwide OTIS Stock Holding History

Halpern Financial’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-73
Closed -$6.45K – 247
2023
Q2 		$6.45K Buy
+73
New +$6.45K ﹤0.01% 199