Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,352
| Closed | -$145K | – | 496 |
|
|
2018
Q1 | $145K | Buy |
3,352
+1,385
| +70% | +$59.9K | 0.05% | 192 |
|
|
2017
Q4 | $87K | Buy |
1,967
+5
| +0.3% | +$221 | 0.03% | 220 |
|
|
2017
Q3 | $85K | Buy |
1,962
+67
| +4% | +$2.9K | 0.03% | 276 |
|
|
2017
Q2 | $75K | Buy |
1,895
+149
| +9% | +$5.9K | 0.02% | 332 |
|
|
2017
Q1 | $66K | Buy |
+1,746
| New | +$66K | 0.01% | 360 |
|