WealthPLAN Partners’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-85	Closed	-$7.57K	–	878
2023 Q2	$7.57K	Hold	85	–	–	﹤0.01%	839
2023 Q1	$7.17K	Buy	+85	New	+$7.17K	﹤0.01%	936