Milestone Investment Advisors’s Otter Tail OTTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,003
Closed -$152K 342
2023
Q3
$152K Buy
+2,003
New +$152K 0.04% 121
2023
Q2
Sell
-2,003
Closed -$145K 338
2023
Q1
$145K Buy
+2,003
New +$145K 0.04% 123