GW Henssler & Associates’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,095
| Closed | -$244K | – | 255 |
|
|
2023
Q2 | $244K | Sell |
3,095
-800
| -21% | -$63.2K | 0.02% | 173 |
|
|
2023
Q1 | $281K | Buy |
3,895
+56
| +1% | +$4.05K | 0.02% | 178 |
|
|
2022
Q4 | $225K | Hold |
3,839
| – | – | 0.02% | 209 |
|
|
2022
Q3 | $236K | Buy |
3,839
+548
| +17% | +$33.7K | 0.02% | 186 |
|
|
2022
Q2 | $221K | Buy |
+3,291
| New | +$221K | 0.02% | 194 |
|