Resurgent Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-267	Closed	-$21.4K	–	519
2023 Q3	$21.4K	Sell	267 -112	-30%	-$9K	0.01%	467
2023 Q2	$33.7K	Hold	379	–	–	0.02%	402
2023 Q1	$32K	Sell	379 -46	-11%	-$3.88K	0.02%	405
2022 Q4	$33.3K	Buy	+425	New	+$33.3K	0.02%	515