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Holistic Financial Partners’s Otis Worldwide OTIS Stock Holding History

Holistic Financial Partners’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
Q4 		– Sell
-2,597
Closed -$209K – 123
2023
Q3 		$209K Buy
+2,597
New +$209K 0.14% 97