Janiczek Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$35.6K	Hold	370	–	–	0.01%	460
2024 Q1	$36.7K	Hold	370	–	–	0.01%	458
2023 Q4	$33.1K	Sell	370 -11	-3%	-$915	0.01%	467
2023 Q3	$30.6K	Buy	381 +223	+141%	+$19.1K	0.01%	447
2023 Q2	$14.1K	Hold	158	–	–	﹤0.01%	506
2023 Q1	$12.8K	Hold	158	–	–	﹤0.01%	526
2022 Q4	$13.1K	Buy	158 +61	+63%	+$4.5K	﹤0.01%	517
2022 Q3	$6K	Hold	97	–	–	﹤0.01%	636
2022 Q2	$8K	Hold	97	–	–	﹤0.01%	604
2022 Q1	$7K	Hold	97	–	–	﹤0.01%	626
2021 Q4	$8K	Hold	97	–	–	﹤0.01%	625
2021 Q3	$8K	Hold	97	–	–	﹤0.01%	615
2021 Q2	$8K	Hold	97	–	–	﹤0.01%	588
2021 Q1	$7K	Hold	97	–	–	﹤0.01%	593
2020 Q4	$7K	Hold	97	–	–	﹤0.01%	530
2020 Q3	$6K	Buy	+97	New	+$5.93K	﹤0.01%	318