BerganKDV Wealth 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
Q2 | $86.4K | Buy |
1,094
+1
| +0.1% | +$79 | 0.01% | 318 |
|
|
2023
Q1 | $79K | Hold |
1,093
| – | – | 0.01% | 340 |
|
|
2022
Q4 | $64.2K | Buy |
1,093
+1
| +0.1% | +$59 | 0.01% | 355 |
|
|
2022
Q3 | $67K | Hold |
1,092
| – | – | 0.01% | 340 |
|
|
2022
Q2 | $73K | Buy |
1,092
+1
| +0.1% | +$67 | 0.01% | 339 |
|
|
2022
Q1 | $68K | Hold |
1,091
| – | – | 0.01% | 361 |
|
|
2021
Q4 | $78K | Buy |
1,091
+1
| +0.1% | +$71 | 0.01% | 364 |
|
|
2021
Q3 | $61K | Buy |
1,090
+90
| +9% | +$5.04K | 0.01% | 376 |
|
|
2021
Q2 | $49K | Hold |
1,000
| – | – | 0.01% | 390 |
|
|
2021
Q1 | $46K | Hold |
1,000
| – | – | 0.01% | 378 |
|
|
2020
Q4 | $43K | Hold |
1,000
| – | – | 0.01% | 370 |
|
|
2020
Q3 | $36K | Hold |
1,000
| – | – | 0.01% | 366 |
|
|
2020
Q2 | $39K | Hold |
1,000
| – | – | 0.01% | 381 |
|
|
2020
Q1 | $44K | Hold |
1,000
| – | – | 0.01% | 334 |
|
|
2019
Q4 | $51K | Hold |
1,000
| – | – | 0.01% | 346 |
|
|
2019
Q3 | $54K | Hold |
1,000
| – | – | 0.01% | 322 |
|
|
2019
Q2 | $53K | Hold |
1,000
| – | – | 0.01% | 321 |
|
|
2019
Q1 | $50K | Hold |
1,000
| – | – | 0.01% | 336 |
|
|
2018
Q4 | $50K | Hold |
1,000
| – | – | 0.01% | 297 |
|
|
2018
Q3 | $48K | Hold |
1,000
| – | – | 0.01% | 327 |
|
|
2018
Q2 | $48K | Buy |
+1,000
| New | +$48K | 0.01% | 325 |
|