Assured Investment Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-16,643
| Closed | -$829K | – | 595 |
|
|
2019
Q1 | $829K | Sell |
16,643
-2,270
| -12% | -$113K | 0.01% | 415 |
|
|
2018
Q4 | $939K | Sell |
18,913
-14,579
| -44% | -$724K | 0.03% | 446 |
|
|
2018
Q3 | $1.6M | Buy |
33,492
+7,799
| +30% | +$374K | 0.03% | 437 |
|
|
2018
Q2 | $1.22M | Buy |
25,693
+868
| +3% | +$41.3K | 0.02% | 475 |
|
|
2018
Q1 | $1.08M | Buy |
+24,825
| New | +$1.08M | 0.02% | 492 |
|