Great Waters 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,739
| Closed | -$202K | – | 112 |
|
|
2024
Q4 | $202K | Buy |
2,739
+4
| +0.1% | +$295 | 0.03% | 109 |
|
|
2024
Q3 | $214K | Buy |
2,735
+3
| +0.1% | +$235 | 0.03% | 102 |
|
|
2024
Q2 | $239K | Buy |
2,732
+3
| +0.1% | +$263 | 0.04% | 90 |
|
|
2024
Q1 | $236K | Buy |
2,729
+3
| +0.1% | +$259 | 0.04% | 85 |
|
|
2023
Q4 | $232K | Buy |
2,726
+3
| +0.1% | +$255 | 0.04% | 82 |
|
|
2023
Q3 | $202K | Sell |
2,723
-137
| -5% | -$10.2K | 0.04% | 86 |
|
|
2023
Q2 | $226K | Buy |
+2,860
| New | +$226K | 0.04% | 82 |
|