CTWM
Cherry Tree Wealth Management’s Otter Tail OTTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $35K | Hold |
454
| – | – | 0.01% | 283 |
|
2025
Q1 | $36.5K | Hold |
454
| – | – | 0.01% | 279 |
|
2024
Q4 | $33.5K | Hold |
454
| – | – | 0.01% | 281 |
|
2024
Q3 | $35.5K | Hold |
454
| – | – | 0.01% | 285 |
|
2024
Q2 | $39.8K | Hold |
454
| – | – | 0.01% | 269 |
|
2024
Q1 | $39.2K | Hold |
454
| – | – | 0.01% | 270 |
|
2023
Q4 | $38.6K | Hold |
454
| – | – | 0.01% | 255 |
|
2023
Q3 | $34.5K | Hold |
454
| – | – | 0.01% | 252 |
|
2023
Q2 | $35.8K | Buy |
+454
| New | +$35.8K | 0.01% | 248 |
|