Schubert & Co’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14
| Closed | -$1.01K | – | 1066 |
|
|
2023
Q1 | $1.01K | Buy |
14
+3
| +27% | +$217 | ﹤0.01% | 1189 |
|
|
2022
Q4 | $646 | Sell |
11
-6
| -35% | -$352 | ﹤0.01% | 1324 |
|
|
2022
Q3 | $1K | Buy |
17
+3
| +21% | +$176 | ﹤0.01% | 1199 |
|
|
2022
Q2 | $1K | Buy |
14
+8
| +133% | +$571 | ﹤0.01% | 1228 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1261 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1208 |
|