Horizon Investment Services’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-20,753
| Closed | -$1.28M | – | 107 |
|
2022
Q3 | $1.28M | Buy |
20,753
+10,157
| +96% | +$625K | 0.92% | 35 |
|
2022
Q2 | $711K | Buy |
10,596
+133
| +1% | +$8.92K | 0.47% | 55 |
|
2022
Q1 | $654K | Sell |
10,463
-758
| -7% | -$47.4K | 0.34% | 67 |
|
2021
Q4 | $801K | Buy |
11,221
+286
| +3% | +$20.4K | 0.37% | 67 |
|
2021
Q3 | $612K | Buy |
10,935
+3,193
| +41% | +$179K | 0.3% | 73 |
|
2021
Q2 | $378K | Buy |
+7,742
| New | +$378K | 0.19% | 84 |
|
2017
Q1 | – | Sell |
-8,456
| Closed | -$345K | – | 121 |
|
2016
Q4 | $345K | Sell |
8,456
-14,519
| -63% | -$592K | 0.16% | 84 |
|
2016
Q3 | $795K | Buy |
22,975
+1,929
| +9% | +$66.7K | 0.4% | 53 |
|
2016
Q2 | $705K | Buy |
+21,046
| New | +$705K | 0.36% | 57 |
|
2015
Q2 | – | Sell |
-15,309
| Closed | -$493K | – | 138 |
|
2015
Q1 | $493K | Buy |
15,309
+2,736
| +22% | +$88.1K | 0.2% | 68 |
|
2014
Q4 | $389K | Buy |
12,573
+1,067
| +9% | +$33K | 0.18% | 87 |
|
2014
Q3 | $307K | Sell |
11,506
-6
| -0.1% | -$160 | 0.16% | 95 |
|
2014
Q2 | $349K | Buy |
11,512
+644
| +6% | +$19.5K | 0.17% | 93 |
|
2014
Q1 | $318K | Buy |
+10,868
| New | +$318K | 0.17% | 89 |
|