Wealthstreet Investment Advisors’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,350	Closed	-$366K	–	252
2021 Q1	$366K	Sell	5,350 -400	-7%	-$27.4K	0.04%	294
2020 Q4	$388K	Sell	5,750 -102	-2%	-$6.88K	0.04%	269
2020 Q3	$365K	Sell	5,852 -778	-12%	-$48.5K	0.04%	256
2020 Q2	$377K	Buy	+6,630	New	+$377K	0.05%	245