MWPCG
Measured Wealth Private Client Group’s Otter Tail OTTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,757
| Closed | -$329K | – | 197 |
|
|
2024
Q2 | $329K | Buy |
3,757
+639
| +20% | +$56K | 0.12% | 140 |
|
|
2024
Q1 | $269K | Buy |
3,118
+107
| +4% | +$9.25K | 0.09% | 158 |
|
|
2023
Q4 | $256K | Buy |
+3,011
| New | +$256K | 0.09% | 157 |
|
|
2022
Q4 | – | Sell |
-3,801
| Closed | -$234K | – | 174 |
|
|
2022
Q3 | $234K | Buy |
+3,801
| New | +$234K | 0.1% | 126 |
|