Simplicity Wealth’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,278	Closed	-$797K	–	994
2024 Q2	$797K	Sell	8,278 -1,433	-15%	-$138K	0.02%	597
2024 Q1	$964K	Buy	+9,711	New	+$964K	0.02%	530