SFS
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Sowell Financial Services’s Otter Tail OTTR Stock Holding History

Sowell Financial Services’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-205
Closed -$10K – 2048
2021
Q1 		$10K Buy
205
+105
+105% +$4.49K ﹤0.01% 2319
2020
Q4 		$4K Sell
100
-42
-30% -$1.71K ﹤0.01% 2344
2020
Q3 		$5K Hold
142
– – ﹤0.01% 2003
2020
Q2 		$6K Hold
142
– – ﹤0.01% 1849
2020
Q1 		$6K Hold
142
– – ﹤0.01% 1771
2019
Q4 		$7K Hold
142
– – ﹤0.01% 1803
2019
Q3 		$8K Buy
+142
New +$7.43K ﹤0.01% 1606

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GF
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