Heritage Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-350	Closed	-$27K	–	572
2022 Q1	$27K	Hold	350	–	–	﹤0.01%	372
2021 Q4	$30K	Hold	350	–	–	﹤0.01%	371
2021 Q3	$28.8K	Hold	350	–	–	﹤0.01%	374
2021 Q2	$28.6K	Buy	+350	New	+$28.6K	﹤0.01%	380