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Regent Peak Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Regent Peak Wealth Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-56
Closed -$4K – 724
2020
Q4 		$4K Buy
+56
New +$4K ﹤0.01% 710