Financial Architects (New Jersey)’s Otter Tail OTTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-300	Closed	-$12K	–	607
2020 Q2	$12K	Sell	300 -225	-43%	-$9K	﹤0.01%	623
2020 Q1	$23K	Hold	525	–	–	0.01%	484
2019 Q4	$27K	Hold	525	–	–	0.01%	526
2019 Q3	$28K	Hold	525	–	–	0.01%	525
2019 Q2	$28K	Hold	525	–	–	0.01%	549
2019 Q1	$26K	Hold	525	–	–	﹤0.01%	716
2018 Q4	$26K	Hold	525	–	–	0.01%	653
2018 Q3	$25K	Buy	525 +225	+75%	+$10.7K	﹤0.01%	745
2018 Q2	$14K	Hold	300	–	–	﹤0.01%	907
2018 Q1	$13K	Hold	300	–	–	﹤0.01%	878
2017 Q4	$13K	Hold	300	–	–	﹤0.01%	949
2017 Q3	$13K	Hold	300	–	–	﹤0.01%	970
2017 Q2	$12K	Hold	300	–	–	﹤0.01%	984
2017 Q1	$11K	Hold	300	–	–	﹤0.01%	1012
2016 Q4	$12K	Hold	300	–	–	﹤0.01%	954
2016 Q3	$10K	Hold	300	–	–	﹤0.01%	981
2016 Q2	$10K	Hold	300	–	–	﹤0.01%	965
2016 Q1	$9K	Buy	+300	New	+$9K	﹤0.01%	765
2015 Q3	–	Sell	-300	Closed	-$8K	–	675
2015 Q2	$8K	Hold	300	–	–	﹤0.01%	823
2015 Q1	$10K	Hold	300	–	–	﹤0.01%	711
2014 Q4	$9K	Hold	300	–	–	﹤0.01%	683
2014 Q3	$8K	Hold	300	–	–	﹤0.01%	649
2014 Q2	$9K	Buy	+300	New	+$9K	﹤0.01%	651
2013 Q4	–	Sell	-300	Closed	-$8K	–	431
2013 Q3	$8K	Hold	300	–	–	0.01%	521
2013 Q2	$9K	Buy	+300	New	+$9K	0.01%	476