Morningstar Investment Services’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	–	Sell	-3,437	Closed	-$359K	–	325
2024 Q3	$359K	Sell	3,437 -189	-5%	-$19.7K	﹤0.01%	319
2024 Q2	$348K	Buy	3,626 +367	+11%	+$35.2K	﹤0.01%	294
2024 Q1	$325K	Buy	+3,259	New	+$325K	﹤0.01%	278