Southport Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7,500	Closed	-$617K	–	36
2021 Q3	$617K	Sell	7,500 -7,500	-50%	-$617K	2.35%	19
2021 Q2	$1.23M	Hold	15,000	–	–	4.15%	6
2021 Q1	$1.03M	Hold	15,000	–	–	3.8%	5
2020 Q4	$1.01M	Buy	+15,000	New	+$1.01M	6.08%	2