Diversified Trust’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,326
| Closed | -$313K | – | 898 |
|
|
2022
Q4 | $313K | Hold |
5,326
| – | – | 0.01% | 572 |
|
|
2022
Q3 | $328K | Hold |
5,326
| – | – | 0.01% | 511 |
|
|
2022
Q2 | $358K | Hold |
5,326
| – | – | 0.02% | 512 |
|
|
2022
Q1 | $333K | Buy |
5,326
+1,080
| +25% | +$67.5K | 0.01% | 581 |
|
|
2021
Q4 | $303K | Hold |
4,246
| – | – | 0.01% | 634 |
|
|
2021
Q3 | $238K | Buy |
+4,246
| New | +$238K | 0.01% | 664 |
|