MPS Loria Financial Planners’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,208	Closed	-$151K	–	437
2021 Q1	$151K	Hold	2,208	–	–	0.07%	96
2020 Q4	$145K	Buy	2,208 +8	+0.4%	+$525	0.07%	96
2020 Q3	$137K	Hold	2,200	–	–	0.07%	85
2020 Q2	$125K	Buy	+2,200	New	+$125K	0.07%	89