Legacy Financial Advisors’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-666
| Closed | -$33K | – | 669 |
|
|
2019
Q1 | $33K | Hold |
666
| – | – | 0.01% | 353 |
|
|
2018
Q4 | $33K | Hold |
666
| – | – | 0.01% | 316 |
|
|
2018
Q3 | $31K | Hold |
666
| – | – | 0.01% | 305 |
|
|
2018
Q2 | $32K | Hold |
666
| – | – | 0.01% | 306 |
|
|
2018
Q1 | $29K | Hold |
666
| – | – | 0.01% | 307 |
|
|
2017
Q4 | $29K | Buy |
+666
| New | +$29K | 0.01% | 311 |
|