Summit Wealth Group’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-18,399	Closed	–	–	205
2023 Q1	$0	Buy	+18,399	New	–	﹤0.01%	232
2021 Q3	–	Sell	-249	Closed	-$20K	–	173
2021 Q2	$20K	Hold	249	–	–	0.03%	77
2021 Q1	$17K	Buy	+249	New	+$17K	0.03%	76