Provenance Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Provenance Wealth Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.74K	Sell
2025 Q1	$7.22K	Hold
2024 Q4	$6.48K	Hold
2024 Q3	$7.28K	Hold
2024 Q2	$6.74K	Hold
2024 Q1	$6.95K	Hold
2023 Q4	$6.26K	Buy
2023 Q3	$1.04K	Buy