Corient Private Wealth’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,834
| Closed | -$378K | – | 2450 |
|
|
2024
Q3 | $378K | Buy |
4,834
+309
| +7% | +$24.2K | ﹤0.01% | 1871 |
|
|
2024
Q2 | $396K | Sell |
4,525
-68
| -1% | -$5.96K | ﹤0.01% | 1759 |
|
|
2024
Q1 | $397K | Sell |
4,593
-248
| -5% | -$21.4K | ﹤0.01% | 1741 |
|
|
2023
Q4 | $411K | Buy |
4,841
+367
| +8% | +$31.2K | ﹤0.01% | 1709 |
|
|
2023
Q3 | $340K | Buy |
4,474
+443
| +11% | +$33.6K | ﹤0.01% | 1690 |
|
|
2023
Q2 | $318K | Sell |
4,031
-471
| -10% | -$37.2K | ﹤0.01% | 1663 |
|
|
2023
Q1 | $325K | Buy |
+4,502
| New | +$325K | ﹤0.01% | 1566 |
|