Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$44K | – | 665 |
|
|
2017
Q4 | $44K | Hold |
1,000
| – | – | ﹤0.01% | 600 |
|
|
2017
Q3 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 592 |
|
|
2017
Q2 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 607 |
|
|
2017
Q1 | $38K | Sell |
1,000
-400
| -29% | -$15.2K | ﹤0.01% | 641 |
|
|
2016
Q4 | $57K | Hold |
1,400
| – | – | ﹤0.01% | 582 |
|
|
2016
Q3 | $48K | Sell |
1,400
-100
| -7% | -$3.43K | ﹤0.01% | 606 |
|
|
2016
Q2 | $50K | Hold |
1,500
| – | – | ﹤0.01% | 581 |
|
|
2016
Q1 | $44K | Hold |
1,500
| – | – | ﹤0.01% | 592 |
|
|
2015
Q4 | $40K | Hold |
1,500
| – | – | ﹤0.01% | 633 |
|
|
2015
Q3 | $39K | Hold |
1,500
| – | – | ﹤0.01% | 628 |
|
|
2015
Q2 | $40K | Hold |
1,500
| – | – | ﹤0.01% | 673 |
|
|
2015
Q1 | $48K | Hold |
1,500
| – | – | ﹤0.01% | 633 |
|
|
2014
Q4 | $46K | Hold |
1,500
| – | – | ﹤0.01% | 562 |
|
|
2014
Q3 | $40K | Hold |
1,500
| – | – | ﹤0.01% | 644 |
|
|
2014
Q2 | $45K | Hold |
1,500
| – | – | ﹤0.01% | 627 |
|
|
2014
Q1 | $46K | Hold |
1,500
| – | – | ﹤0.01% | 608 |
|
|
2013
Q4 | $44K | Buy |
+1,500
| New | +$44K | ﹤0.01% | 579 |
|