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OneAscent Wealth Management’s Otis Worldwide OTIS Stock Holding History

OneAscent Wealth Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$1.03M Sell
15,015
-131
-0.9% -$8.97K 0.44% 46
2020
Q4 		$1.02M Buy
+15,146
New +$1.02M 0.46% 39