Parcion Private Wealth’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$239K	Buy	+2,411	New	+$239K	0.02%	266
2020 Q4	–	Sell	-7,544	Closed	-$476K	–	193
2020 Q3	$476K	Sell	7,544 -541	-7%	-$34.1K	0.07%	130
2020 Q2	$460K	Buy	+8,085	New	+$460K	0.08%	133