Carson Wealth (CWM LLC)’s Otter Tail OTTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Sell |
10,418
-289
| -3% | -$22.3K | ﹤0.01% | 1369 |
|
|
2025
Q1 | $861K | Sell |
10,707
-1,275
| -11% | -$103K | ﹤0.01% | 1215 |
|
|
2024
Q4 | $885K | Buy |
11,982
+324
| +3% | +$23.9K | ﹤0.01% | 1145 |
|
|
2024
Q3 | $911K | Sell |
11,658
-586
| -5% | -$45.8K | ﹤0.01% | 1089 |
|
|
2024
Q2 | $1.07M | Sell |
12,244
-1,336
| -10% | -$117K | 0.01% | 853 |
|
|
2024
Q1 | $1.17M | Sell |
13,580
-1,601
| -11% | -$138K | 0.01% | 796 |
|
|
2023
Q4 | $1.29M | Sell |
15,181
-1,427
| -9% | -$121K | 0.01% | 702 |
|
|
2023
Q3 | $1.26M | Sell |
16,608
-3,696
| -18% | -$281K | 0.01% | 659 |
|
|
2023
Q2 | $1.6M | Sell |
20,304
-2,284
| -10% | -$180K | 0.01% | 571 |
|
|
2023
Q1 | $1.63M | Sell |
22,588
-485
| -2% | -$35K | 0.01% | 519 |
|
|
2022
Q4 | $1.36M | Buy |
23,073
+59
| +0.3% | +$3.47K | 0.01% | 533 |
|
|
2022
Q3 | $1.42M | Sell |
23,014
-1,947
| -8% | -$120K | 0.01% | 467 |
|
|
2022
Q2 | $1.68M | Sell |
24,961
-3,074
| -11% | -$206K | 0.01% | 428 |
|
|
2022
Q1 | $1.75M | Sell |
28,035
-5,710
| -17% | -$357K | 0.01% | 426 |
|
|
2021
Q4 | $2.41M | Buy |
+33,745
| New | +$2.41M | 0.02% | 395 |
|
|
2021
Q2 | $1.95M | Hold |
40,025
| – | – | 0.02% | 430 |
|
|
2021
Q1 | $1.95M | Hold |
40,025
| – | – | 0.02% | 430 |
|
|
2020
Q4 | $1.95M | Hold |
40,025
| – | – | 0.02% | 430 |
|
|
2020
Q3 | $1.95M | Hold |
40,025
| – | – | 0.02% | 430 |
|
|
2020
Q2 | $1.95M | Hold |
40,025
| – | – | 0.02% | 430 |
|
|
2020
Q1 | $1.95M | Hold |
40,025
| – | – | 0.02% | 430 |
|
|
2019
Q4 | $1.95M | Hold |
40,025
| – | – | 0.02% | 430 |
|
|
2019
Q3 | $1.95M | Hold |
40,025
| – | – | 0.02% | 430 |
|
|
2019
Q2 | $1.95M | Hold |
40,025
| – | – | 0.02% | 430 |
|
|
2019
Q1 | $1.95M | Buy |
+40,025
| New | +$1.95M | 0.02% | 430 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$3K | – | 733 |
|
|
2015
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 555 |
|