Lipe & Dalton’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,502	Closed	-$709K	–	103
2020 Q4	$709K	Sell	10,502 -2,700	-20%	-$182K	0.44%	49
2020 Q3	$824K	Sell	13,202 -619	-4%	-$38.6K	0.57%	49
2020 Q2	$786K	Buy	+13,821	New	+$786K	0.57%	50