SOA Wealth Advisors’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-40	Closed	-$3.85K	–	857
2024 Q2	$3.85K	Hold	40	–	–	﹤0.01%	622
2024 Q1	$3.97K	Hold	40	–	–	﹤0.01%	633
2023 Q4	$3.58K	Hold	40	–	–	﹤0.01%	638
2023 Q3	$3.21K	Hold	40	–	–	﹤0.01%	667
2023 Q2	$3.56K	Hold	40	–	–	﹤0.01%	659
2023 Q1	$3.38K	Hold	40	–	–	﹤0.01%	669
2022 Q4	$3.13K	Hold	40	–	–	﹤0.01%	682
2022 Q3	$2K	Sell	40 -7	-15%	-$512	﹤0.01%	718
2022 Q2	$3K	Sell	47 -139	-75%	-$10.2K	﹤0.01%	654
2022 Q1	$14K	Hold	186	–	–	﹤0.01%	525
2021 Q4	$16K	Hold	186	–	–	﹤0.01%	487
2021 Q3	$15K	Sell	186 -96	-34%	-$8.44K	﹤0.01%	508
2021 Q2	$23K	Buy	282 +36	+15%	+$2.77K	0.01%	435
2021 Q1	$16K	Sell	246 -2	-0.8%	-$131	﹤0.01%	439
2020 Q4	$16K	Buy	+248	New	+$16.1K	﹤0.01%	441