International Assets Investment Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-76,434
| Closed | -$978 | – | 1548 |
|
|
2024
Q3 | $978 | Buy |
76,434
+74,212
| +3,340% | +$950 | ﹤0.01% | 1137 |
|
|
2024
Q2 | $195K | Buy |
+2,222
| New | +$195K | 0.02% | 723 |
|
|
2023
Q1 | – | Sell |
-4,874
| Closed | -$286K | – | 1323 |
|
|
2022
Q4 | $286K | Buy |
+4,874
| New | +$286K | 0.03% | 484 |
|
|
2021
Q2 | – | Sell |
-686
| Closed | -$29K | – | 1465 |
|
|
2021
Q1 | $29K | Hold |
686
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q4 | $29K | Buy |
+686
| New | +$29K | 0.01% | 1038 |
|