Carson Wealth (CWM LLC)’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $805K | Sell |
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|
2025
Q2 | $803K | Sell |
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|
2025
Q1 | $861K | Sell |
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|
2024
Q4 | $885K | Buy |
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|
2024
Q3 | $911K | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.68M | Sell |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $2.41M | Buy |
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|
2021
Q2 | $1.95M | Hold |
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|
2021
Q1 | $1.95M | Hold |
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|
2020
Q4 | $1.95M | Hold |
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|
2020
Q3 | $1.95M | Hold |
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|
2020
Q2 | $1.95M | Hold |
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|
2020
Q1 | $1.95M | Hold |
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|
2019
Q4 | $1.95M | Hold |
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|
2019
Q3 | $1.95M | Hold |
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|
2019
Q2 | $1.95M | Hold |
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|
2019
Q1 | $1.95M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3K | Buy |
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