Caitlin John’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-29
| Closed | -$2.14K | – | 587 |
|
2024
Q4 | $2.14K | Buy |
29
+2
| +7% | +$148 | ﹤0.01% | 634 |
|
2024
Q3 | $2.17K | Buy |
+27
| New | +$2.17K | ﹤0.01% | 638 |
|
2024
Q2 | – | Hold |
0
| – | -$6 | – | 906 |
|
2024
Q1 | – | Hold |
0
| – | -$5 | – | 869 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 891 |
|