Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,066
| Closed | -$28K | – | 981 |
|
|
2014
Q3 | $28K | Hold |
1,066
| – | – | 0.01% | 499 |
|
|
2014
Q2 | $32K | Hold |
1,066
| – | – | 0.01% | 456 |
|
|
2014
Q1 | $33K | Hold |
1,066
| – | – | 0.01% | 426 |
|
|
2013
Q4 | $31K | Hold |
1,066
| – | – | 0.02% | 370 |
|
|
2013
Q3 | $29K | Hold |
1,066
| – | – | 0.02% | 402 |
|
|
2013
Q2 | $30K | Buy |
+1,066
| New | +$30K | 0.02% | 377 |
|