EverSource Wealth Advisors’s Otter Tail OTTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Buy |
216
+94
| +77% | +$7.25K | ﹤0.01% | 2436 |
|
|
2025
Q1 | $9.81K | Buy |
122
+91
| +294% | +$7.31K | ﹤0.01% | 2115 |
|
|
2024
Q4 | $2.29K | Buy |
+31
| New | +$2.29K | ﹤0.01% | 2663 |
|
|
2024
Q3 | – | Sell |
-7
| Closed | -$678 | – | 3096 |
|
|
2024
Q2 | $678 | Buy |
+7
| New | +$678 | ﹤0.01% | 2815 |
|
|
2023
Q4 | – | Sell |
-7
| Closed | -$531 | – | 2720 |
|
|
2023
Q3 | $531 | Sell |
7
-7
| -50% | -$531 | ﹤0.01% | 2360 |
|
|
2023
Q2 | $1.11K | Buy |
14
+7
| +100% | +$552 | ﹤0.01% | 2190 |
|
|
2023
Q1 | $506 | Buy |
+7
| New | +$506 | ﹤0.01% | 2223 |
|
|
2022
Q4 | – | Sell |
-221
| Closed | -$14K | – | 2396 |
|
|
2022
Q3 | $14K | Sell |
221
-1,084
| -83% | -$68.7K | ﹤0.01% | 1025 |
|
|
2022
Q2 | $88K | Buy |
+1,305
| New | +$88K | 0.02% | 417 |
|