Meristem Family Wealth’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$372K	Sell	4,838 -1,157	-19%	-$89K	0.04%	233
2021 Q4	$522K	Sell	5,995 -17	-0.3%	-$1.48K	0.04%	218
2021 Q3	$495K	Buy	6,012 +1,265	+27%	+$104K	0.05%	227
2021 Q2	$388K	Buy	+4,747	New	+$388K	0.06%	206