Everence Capital Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,280
| Closed | -$335K | – | 972 |
|
2024
Q3 | $335K | Hold |
4,280
| – | – | 0.02% | 546 |
|
2024
Q2 | $365 | Hold |
4,280
| – | – | 0.03% | 477 |
|
2024
Q1 | $370 | Hold |
4,280
| – | – | 0.02% | 504 |
|
2023
Q4 | $364K | Sell |
4,280
-1,570
| -27% | -$134K | 0.03% | 513 |
|
2023
Q3 | $444 | Buy |
5,850
+2,920
| +100% | +$222 | 0.03% | 422 |
|
2023
Q2 | $217K | Buy |
+2,930
| New | +$217K | 0.02% | 626 |
|