IHT 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
Q2 | $201K | Buy |
2,607
+13
| +0.5% | +$1K | 0.01% | 1095 |
|
|
2025
Q1 | $208K | Buy |
+2,594
| New | +$208K | 0.01% | 1017 |
|
|
2023
Q3 | – | Sell |
-2,771
| Closed | -$219K | – | 1010 |
|
|
2023
Q2 | $219K | Sell |
2,771
-260
| -9% | -$20.5K | 0.01% | 850 |
|
|
2023
Q1 | $219K | Buy |
+3,031
| New | +$219K | 0.01% | 819 |
|