WealthTrak Capital Management’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.97K	Hold	30	–	–	﹤0.01%	380
2025 Q1	$3.1K	Buy	30 +10	+50%	+$1.03K	﹤0.01%	302
2024 Q4	$1.85K	Buy	+20	New	+$1.85K	﹤0.01%	330