Surevest’s Otis Worldwide OTIS Stock Holding History

Surevest’s Portfolio OTIS Stock Details OTIS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$230K	Hold
2022 Q2	$254K	Buy
2022 Q1	$275K	Sell
2021 Q4	$323K	Sell
2021 Q3	$314K	Buy
2021 Q2	$302K	Sell
2021 Q1	$419K	Sell
2020 Q4	$617K	Sell
2020 Q3	$602K	Sell
2020 Q2	$762K	Buy