Kelly Financial Services’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 Q3	–	Sell	-268	Closed	-$25.8K	–	560
2024 Q2	$25.8K	Buy	268 +1	+0.4%	+$96	0.01%	295
2024 Q1	$26.5K	Buy	267 +1	+0.4%	+$92	0.01%	293
2023 Q4	$23.8K	Buy	266 +1	+0.4%	+$83	0.01%	282
2023 Q3	$21.3K	Buy	265 +1	+0.4%	+$86	0.01%	277
2023 Q2	$23.5K	Buy	264 +1	+0.4%	+$84	0.01%	276
2023 Q1	$22.2K	Hold	263	–	–	0.01%	266
2022 Q4	$20.6K	Buy	263 +1	+0.4%	+$74	0.01%	263
2022 Q3	$16.7K	Buy	262 +1	+0.4%	+$73	0.01%	272
2022 Q2	$18.4K	Buy	261 +1	+0.4%	+$74	0.01%	261
2022 Q1	$20K	Buy	260 +1	+0.4%	+$80	0.01%	271
2021 Q4	$22.6K	Buy	259 +1	+0.4%	+$84	0.01%	257
2021 Q3	$21.3K	Sell	258 -20,813	-99%	-$1.83M	0.01%	253
2021 Q2	$258K	Buy	21,071 +20,814	+8,099%	+$1.6M	0.01%	270
2021 Q1	$17.6K	Buy	257 +1	+0.4%	+$65	0.01%	237
2020 Q4	$17.3K	Sell	256 -12	-4%	-$778	0.01%	211
2020 Q3	$16.7K	Buy	268 +1	+0.4%	+$61	0.01%	194
2020 Q2	$15.2K	Buy	+267	New	+$13.8K	0.01%	192