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Heritage Trust’s Otis Worldwide OTIS Stock Holding History

Heritage Trust’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,350
Closed -$205K – 250
2021
Q4 		$205K Buy
+2,350
New +$205K 0.03% 241