SSWM
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Smith Salley Wealth Management’s Otis Worldwide OTIS Stock Holding History

Smith Salley Wealth Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,437
Closed -$1.11M – 249
2023
Q4 		$1.11M Buy
+12,437
New +$1.11M 0.07% 131