Tradition Wealth Management’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 Q1	–	Sell	-75	Closed	-$7K	–	937
2023 Q4	$7K	Sell	75 -5	-6%	-$416	﹤0.01%	1072
2023 Q3	$6K	Sell	80 -8	-9%	-$684	﹤0.01%	1135
2023 Q2	$8K	Buy	88 +13	+17%	+$1.09K	﹤0.01%	1094
2023 Q1	$6K	Buy	75 +28	+60%	+$2.32K	﹤0.01%	1117
2022 Q4	$4K	Sell	47 -18	-28%	-$1.33K	﹤0.01%	1090
2022 Q3	$4K	Hold	65	–	–	﹤0.01%	1113
2022 Q2	$5K	Hold	65	–	–	﹤0.01%	959
2022 Q1	$5K	Hold	65	–	–	﹤0.01%	1039
2021 Q4	$6K	Hold	65	–	–	﹤0.01%	1022
2021 Q3	$5K	Hold	65	–	–	﹤0.01%	1036
2021 Q2	$5K	Buy	+65	New	+$5K	﹤0.01%	1064
2021 Q1	–	Sell	-64	Closed	-$4K	–	959
2020 Q4	$4K	Buy	+64	New	+$4.15K	﹤0.01%	875