Algert Global’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,785
| Closed | -$332K | – | 1473 |
|
|
2024
Q2 | $332K | Buy |
+3,785
| New | +$332K | 0.01% | 1084 |
|
|
2022
Q3 | – | Sell |
-3,837
| Closed | -$258K | – | 1290 |
|
|
2022
Q2 | $258K | Hold |
3,837
| – | – | 0.02% | 954 |
|
|
2022
Q1 | $240K | Buy |
+3,837
| New | +$240K | 0.02% | 1011 |
|
|
2020
Q4 | – | Sell |
-12,502
| Closed | -$452K | – | 470 |
|
|
2020
Q3 | $452K | Hold |
12,502
| – | – | 0.14% | 205 |
|
|
2020
Q2 | $485K | Sell |
12,502
-7,892
| -39% | -$306K | 0.16% | 194 |
|
|
2020
Q1 | $907K | Buy |
20,394
+1,738
| +9% | +$77.3K | 0.38% | 90 |
|
|
2019
Q4 | $957K | Buy |
18,656
+6,414
| +52% | +$329K | 0.29% | 127 |
|
|
2019
Q3 | $658K | Hold |
12,242
| – | – | 0.25% | 127 |
|
|
2019
Q2 | $647K | Buy |
12,242
+4,765
| +64% | +$252K | 0.24% | 139 |
|
|
2019
Q1 | $373K | Buy |
7,477
+188
| +3% | +$9.38K | 0.21% | 159 |
|
|
2018
Q4 | $362K | Buy |
+7,289
| New | +$362K | 0.1% | 259 |
|