Modern 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 | $346K | Buy |
4,483
+1
| +0% | +$77 | 0.01% | 563 |
|
|
2025
Q1 | $360K | Sell |
4,482
-6
| -0.1% | -$482 | 0.01% | 483 |
|
|
2024
Q4 | $331K | Sell |
4,488
-356
| -7% | -$26.3K | 0.01% | 435 |
|
|
2024
Q3 | $379K | Buy |
4,844
+3
| +0.1% | +$234 | 0.02% | 297 |
|
|
2024
Q2 | $424K | Buy |
4,841
+8
| +0.2% | +$701 | 0.03% | 248 |
|
|
2024
Q1 | $418K | Hold |
4,833
| – | – | 0.04% | 193 |
|
|
2023
Q4 | $411K | Buy |
+4,833
| New | +$411K | 0.05% | 108 |
|