Canal Insurance Company’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,000
| Closed | -$1.04M | – | 80 |
|
|
2024
Q3 | $1.04M | Hold |
10,000
| – | – | 0.24% | 63 |
|
|
2024
Q2 | $963K | Hold |
10,000
| – | – | 0.25% | 59 |
|
|
2024
Q1 | $993K | Hold |
10,000
| – | – | 0.25% | 57 |
|
|
2023
Q4 | $895K | Hold |
10,000
| – | – | 0.25% | 59 |
|
|
2023
Q3 | $803K | Hold |
10,000
| – | – | 0.23% | 59 |
|
|
2023
Q2 | $891K | Hold |
10,000
| – | – | 0.25% | 58 |
|
|
2023
Q1 | $843K | Hold |
10,000
| – | – | 0.23% | 63 |
|
|
2022
Q4 | $783K | Hold |
10,000
| – | – | 0.21% | 62 |
|
|
2022
Q3 | $638K | Hold |
10,000
| – | – | 0.19% | 67 |
|
|
2022
Q2 | $707K | Hold |
10,000
| – | – | 0.21% | 63 |
|
|
2022
Q1 | $770K | Hold |
10,000
| – | – | 0.21% | 58 |
|
|
2021
Q4 | $870K | Hold |
10,000
| – | – | 0.25% | 56 |
|
|
2021
Q3 | $823K | Hold |
10,000
| – | – | 0.28% | 53 |
|
|
2021
Q2 | $823K | Hold |
10,000
| – | – | 0.29% | 52 |
|
|
2021
Q1 | $685K | Hold |
10,000
| – | – | 0.26% | 45 |
|
|
2020
Q4 | $676K | Hold |
10,000
| – | – | 0.28% | 48 |
|
|
2020
Q3 | $625K | Hold |
10,000
| – | – | 0.25% | 47 |
|
|
2020
Q2 | $569K | Buy |
+10,000
| New | +$569K | 0.22% | 50 |
|