Capital Advisory Group Advisory Services’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-300
| Closed | -$19K | – | 396 |
|
2022
Q1 | $19K | Buy |
+300
| New | +$19K | 0.01% | 307 |
|
2021
Q4 | – | Sell |
-300
| Closed | -$17K | – | 389 |
|
2021
Q3 | $17K | Hold |
300
| – | – | 0.01% | 351 |
|
2021
Q2 | $15K | Hold |
300
| – | – | 0.01% | 362 |
|
2021
Q1 | $14K | Hold |
300
| – | – | 0.01% | 353 |
|
2020
Q4 | $13K | Hold |
300
| – | – | 0.01% | 343 |
|
2020
Q3 | $11K | Hold |
300
| – | – | 0.01% | 309 |
|
2020
Q2 | $12K | Hold |
300
| – | – | 0.01% | 289 |
|
2020
Q1 | $12K | Buy |
+300
| New | +$12K | 0.01% | 217 |
|
2019
Q4 | – | Sell |
-300
| Closed | -$15K | – | 344 |
|
2019
Q3 | $15K | Hold |
300
| – | – | 0.01% | 239 |
|
2019
Q2 | $15K | Hold |
300
| – | – | 0.01% | 243 |
|
2019
Q1 | $15K | Hold |
300
| – | – | 0.01% | 241 |
|
2018
Q4 | $15K | Hold |
300
| – | – | 0.01% | 209 |
|
2018
Q3 | $15K | Hold |
300
| – | – | 0.01% | 220 |
|
2018
Q2 | $15K | Hold |
300
| – | – | 0.01% | 207 |
|
2018
Q1 | $12K | Buy |
+300
| New | +$12K | 0.01% | 220 |
|