AUA Capital Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11
| Closed | -$646 | – | 264 |
|
|
2022
Q4 | $646 | Sell |
11
-9
| -45% | -$529 | ﹤0.01% | 322 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 325 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 343 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 352 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 334 |
|
|
2021
Q3 | $1K | Sell |
20
-4
| -17% | -$200 | ﹤0.01% | 335 |
|
|
2021
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 322 |
|
|
2021
Q1 | $1K | Sell |
24
-3
| -11% | -$125 | ﹤0.01% | 331 |
|
|
2020
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 326 |
|
|
2020
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 301 |
|