Canandaigua National Corp’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.24M | Sell |
28,628
-285
| -1% | -$22.3K | 0.38% | 79 |
|
|
2022
Q3 | $1.85M | Buy |
28,913
+10,652
| +58% | +$680K | 0.33% | 86 |
|
|
2022
Q2 | $1.29M | Buy |
18,261
+496
| +3% | +$35.1K | 0.23% | 115 |
|
|
2022
Q1 | $1.37M | Sell |
17,765
-648
| -4% | -$49.9K | 0.21% | 120 |
|
|
2021
Q4 | $1.6M | Buy |
18,413
+710
| +4% | +$61.8K | 0.24% | 115 |
|
|
2021
Q3 | $1.46M | Sell |
17,703
-1,016
| -5% | -$83.6K | 0.24% | 112 |
|
|
2021
Q2 | $1.53M | Buy |
18,719
+296
| +2% | +$24.2K | 0.25% | 111 |
|
|
2021
Q1 | $1.26M | Sell |
18,423
-5,180
| -22% | -$355K | 0.21% | 122 |
|
|
2020
Q4 | $1.59M | Sell |
23,603
-12,034
| -34% | -$813K | 0.28% | 98 |
|
|
2020
Q3 | $2.22M | Sell |
35,637
-1,919
| -5% | -$120K | 0.39% | 79 |
|
|
2020
Q2 | $2.14M | Buy |
+37,556
| New | +$2.14M | 0.39% | 76 |
|