Lake Street Advisors Group’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	$213K	Buy	2,297 +154	+7%	+$14.3K	0.01%	546
2024 Q3	$223K	Sell	2,143 -4	-0.2%	-$416	0.01%	538
2024 Q2	$207K	Sell	2,147 -419	-16%	-$40.3K	0.01%	532
2024 Q1	$255K	Buy	2,566 +128	+5%	+$12.7K	0.01%	496
2023 Q4	$218K	Buy	+2,438	New	+$218K	0.01%	524