Reilly Financial Advisors’s Otter Tail OTTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-170	Closed	-$7K	–	1040
2020 Q4	$7K	Hold	170	–	–	﹤0.01%	675
2020 Q3	$6K	Hold	170	–	–	﹤0.01%	649
2020 Q2	$7K	Sell	170 -30	-15%	-$1.24K	﹤0.01%	657
2020 Q1	$9K	Hold	200	–	–	﹤0.01%	569
2019 Q4	$10K	Hold	200	–	–	﹤0.01%	631
2019 Q3	$11K	Hold	200	–	–	﹤0.01%	621
2019 Q2	$11K	Hold	200	–	–	﹤0.01%	655
2019 Q1	$10K	Hold	200	–	–	﹤0.01%	688
2018 Q4	$10K	Hold	200	–	–	﹤0.01%	653
2018 Q3	$10K	Hold	200	–	–	﹤0.01%	697
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	665
2018 Q1	$9K	Hold	200	–	–	﹤0.01%	674
2017 Q4	$9K	Hold	200	–	–	﹤0.01%	681
2017 Q3	$9K	Hold	200	–	–	﹤0.01%	656
2017 Q2	$8K	Hold	200	–	–	﹤0.01%	685
2017 Q1	$8K	Hold	200	–	–	﹤0.01%	644
2016 Q4	$8K	Sell	200 -150	-43%	-$6K	﹤0.01%	589
2016 Q3	$12K	Hold	350	–	–	﹤0.01%	494
2016 Q2	$12K	Hold	350	–	–	﹤0.01%	473
2016 Q1	$10K	Hold	350	–	–	﹤0.01%	581
2015 Q4	$9K	Sell	350 -50	-13%	-$1.29K	﹤0.01%	612
2015 Q3	$10K	Buy	+400	New	+$10K	﹤0.01%	787