Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-600
| Closed | -$52.6K | – | 654 |
|
|
2024
Q2 | $52.6K | Hold |
600
| – | – | 0.02% | 353 |
|
|
2024
Q1 | $51.8K | Hold |
600
| – | – | 0.02% | 363 |
|
|
2023
Q4 | $51K | Hold |
600
| – | – | 0.03% | 350 |
|
|
2023
Q3 | $45.6K | Hold |
600
| – | – | 0.02% | 371 |
|
|
2023
Q2 | $47.4K | Hold |
600
| – | – | 0.02% | 378 |
|
|
2023
Q1 | $43.4K | Hold |
600
| – | – | 0.02% | 386 |
|
|
2022
Q4 | $35.2K | Hold |
600
| – | – | 0.02% | 427 |
|
|
2022
Q3 | $37K | Hold |
600
| – | – | 0.02% | 425 |
|
|
2022
Q2 | $40K | Hold |
600
| – | – | 0.02% | 431 |
|
|
2022
Q1 | $38K | Hold |
600
| – | – | 0.02% | 485 |
|
|
2021
Q4 | $43K | Hold |
600
| – | – | 0.02% | 489 |
|
|
2021
Q3 | $34K | Hold |
600
| – | – | 0.01% | 523 |
|
|
2021
Q2 | $29K | Hold |
600
| – | – | 0.01% | 602 |
|
|
2021
Q1 | $28K | Hold |
600
| – | – | 0.01% | 612 |
|
|
2020
Q4 | $26K | Hold |
600
| – | – | 0.01% | 588 |
|
|
2020
Q3 | $22K | Hold |
600
| – | – | 0.01% | 591 |
|
|
2020
Q2 | $23K | Hold |
600
| – | – | 0.01% | 582 |
|
|
2020
Q1 | $27K | Hold |
600
| – | – | 0.01% | 517 |
|
|
2019
Q4 | $31K | Hold |
600
| – | – | 0.01% | 601 |
|
|
2019
Q3 | $32K | Hold |
600
| – | – | 0.01% | 602 |
|
|
2019
Q2 | $32K | Hold |
600
| – | – | 0.01% | 602 |
|
|
2019
Q1 | $30K | Hold |
600
| – | – | 0.01% | 618 |
|
|
2018
Q4 | $30K | Hold |
600
| – | – | 0.01% | 569 |
|
|
2018
Q3 | $29K | Hold |
600
| – | – | 0.01% | 659 |
|
|
2018
Q2 | $29K | Hold |
600
| – | – | 0.01% | 657 |
|
|
2018
Q1 | $26K | Buy |
+600
| New | +$26K | 0.01% | 663 |
|
|
2015
Q1 | $19K | Buy |
+600
| New | +$19K | 0.01% | 694 |
|