Bruderman Asset Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,300
| Closed | -$241K | – | 117 |
|
|
2021
Q3 | $241K | Buy |
+4,300
| New | +$241K | 0.06% | 115 |
|
|
2019
Q2 | – | Sell |
-2,349
| Closed | -$117K | – | 423 |
|
|
2019
Q1 | $117K | Buy |
2,349
+208
| +10% | +$10.4K | 0.03% | 175 |
|
|
2018
Q4 | $106K | Sell |
2,141
-278
| -11% | -$13.8K | 0.03% | 166 |
|
|
2018
Q3 | $116K | Sell |
2,419
-131
| -5% | -$6.28K | 0.03% | 145 |
|
|
2018
Q2 | $121K | Buy |
2,550
+1,417
| +125% | +$67.2K | 0.03% | 145 |
|
|
2018
Q1 | $49K | Buy |
+1,133
| New | +$49K | 0.01% | 202 |
|
|
2015
Q2 | – | Sell |
-292
| Closed | -$9K | – | 449 |
|
|
2015
Q1 | $9K | Buy |
+292
| New | +$9K | ﹤0.01% | 352 |
|