New York Life 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
Q1 | – | Sell |
-4,779
| Closed | -$406K | – | 1478 |
|
2023
Q4 | $406K | Sell |
4,779
-140
| -3% | -$11.9K | ﹤0.01% | 982 |
|
2023
Q3 | $373K | Sell |
4,919
-784
| -14% | -$59.5K | ﹤0.01% | 949 |
|
2023
Q2 | $450K | Sell |
5,703
-898
| -14% | -$70.9K | ﹤0.01% | 811 |
|
2023
Q1 | $477K | Sell |
6,601
-2,477
| -27% | -$179K | 0.01% | 968 |
|
2022
Q4 | $533K | Buy |
9,078
+975
| +12% | +$57.2K | 0.01% | 872 |
|
2022
Q3 | $498K | Buy |
8,103
+642
| +9% | +$39.5K | 0.01% | 750 |
|
2022
Q2 | $501K | Buy |
+7,461
| New | +$501K | 0.01% | 718 |
|