Berman Capital Advisors’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $10K | Buy |
181
+122
| +207% | +$6.74K | ﹤0.01% | 1190 |
|
|
2021
Q2 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 1621 |
|
|
2020
Q3 | – | Sell |
-56
| Closed | -$2K | – | 1731 |
|
|
2020
Q2 | $2K | Sell |
56
-86
| -61% | -$3.07K | ﹤0.01% | 1302 |
|
|
2020
Q1 | $6K | Hold |
142
| – | – | ﹤0.01% | 848 |
|
|
2019
Q4 | $7K | Hold |
142
| – | – | ﹤0.01% | 884 |
|
|
2019
Q3 | $7K | Hold |
142
| – | – | ﹤0.01% | 845 |
|
|
2019
Q2 | $7K | Hold |
142
| – | – | ﹤0.01% | 870 |
|
|
2019
Q1 | $7K | Buy |
+142
| New | +$7K | ﹤0.01% | 779 |
|