Curi RMB Capital’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-7,920
| Closed | -$352K | – | 664 |
|
2020
Q1 | $352K | Buy |
+7,920
| New | +$352K | 0.02% | 455 |
|
2014
Q4 | – | Sell |
-23,576
| Closed | -$629K | – | 420 |
|
2014
Q3 | $629K | Hold |
23,576
| – | – | 0.04% | 312 |
|
2014
Q2 | $714K | Hold |
23,576
| – | – | 0.05% | 296 |
|
2014
Q1 | $726K | Hold |
23,576
| – | – | 0.05% | 250 |
|
2013
Q4 | $690K | Hold |
23,576
| – | – | 0.05% | 237 |
|
2013
Q3 | $651K | Hold |
23,576
| – | – | 0.05% | 245 |
|
2013
Q2 | $670K | Buy |
+23,576
| New | +$670K | 0.05% | 236 |
|