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 |
|