Jamison Private Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-291	Closed	-$30.2K	–	383
2024 Q3	$30.2K	Hold	291	–	–	﹤0.01%	281
2024 Q2	$28K	Buy	291 +286	+5,720%	+$27.5K	﹤0.01%	272
2024 Q1	$497	Buy	+5	New	+$497	﹤0.01%	455