B. Riley Wealth Advisors’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,557
| Closed | -$219K | – | 1564 |
|
|
2022
Q3 | $219K | Buy |
+3,557
| New | +$219K | 0.01% | 1185 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$9 | – | 1535 |
|
|
2014
Q4 | $9 | Buy |
+300
| New | +$9 | ﹤0.01% | 2923 |
|
|
2014
Q3 | – | Sell |
-700
| Closed | -$21.2K | – | 1499 |
|
|
2014
Q2 | $21.2K | Buy |
+700
| New | +$21.2K | 0.01% | 1448 |
|