Edge Wealth Management’s Otter Tail OTTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-319
Closed -$23K 348
2021
Q4
$23K Hold
319
﹤0.01% 247
2021
Q3
$18K Hold
319
﹤0.01% 276
2021
Q2
$16K Hold
319
﹤0.01% 289
2021
Q1
$15K Hold
319
﹤0.01% 287
2020
Q4
$14K Hold
319
﹤0.01% 264
2020
Q3
$12K Hold
319
﹤0.01% 311
2020
Q2
$12K Hold
319
﹤0.01% 440
2020
Q1
$14K Hold
319
﹤0.01% 361
2019
Q4
$16K Hold
319
﹤0.01% 361
2019
Q3
$17K Hold
319
﹤0.01% 343
2019
Q2
$17K Hold
319
﹤0.01% 354
2019
Q1
$16K Hold
319
﹤0.01% 352
2018
Q4
$16K Hold
319
﹤0.01% 353
2018
Q3
$15K Hold
319
﹤0.01% 395
2018
Q2
$15K Hold
319
﹤0.01% 374
2018
Q1
$14K Hold
319
﹤0.01% 341
2017
Q4
$14K Hold
319
﹤0.01% 345
2017
Q3
$14K Hold
319
﹤0.01% 335
2017
Q2
$13K Hold
319
﹤0.01% 336
2017
Q1
$12K Hold
319
﹤0.01% 325
2016
Q4
$13K Hold
319
﹤0.01% 312
2016
Q3
$11K Hold
319
﹤0.01% 317
2016
Q2
$11K Hold
319
﹤0.01% 306
2016
Q1
$9K Hold
319
﹤0.01% 295
2015
Q4
$9K Hold
319
﹤0.01% 304
2015
Q3
$8K Hold
319
﹤0.01% 312
2015
Q2
$8K Hold
319
﹤0.01% 314
2015
Q1
$10K Hold
319
﹤0.01% 303
2014
Q4
$10K Hold
319
﹤0.01% 309
2014
Q3
$9K Hold
319
﹤0.01% 315
2014
Q2
$10K Hold
319
﹤0.01% 293
2014
Q1
$10K Hold
319
﹤0.01% 290
2013
Q4
$9K Hold
319
﹤0.01% 275
2013
Q3
$9K Hold
319
0.01% 249
2013
Q2
$9K Buy
+319
New +$9K 0.01% 241