Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-352
| Closed | -$22K | – | 2375 |
|
|
2022
Q3 | $22K | Sell |
352
-204
| -37% | -$12.8K | ﹤0.01% | 1294 |
|
|
2022
Q2 | $37K | Hold |
556
| – | – | ﹤0.01% | 1428 |
|
|
2022
Q1 | $35K | Sell |
556
-229
| -29% | -$14.4K | ﹤0.01% | 1591 |
|
|
2021
Q4 | $56K | Hold |
785
| – | – | ﹤0.01% | 1666 |
|
|
2021
Q3 | $44K | Buy |
785
+88
| +13% | +$4.93K | ﹤0.01% | 1528 |
|
|
2021
Q2 | $34K | Hold |
697
| – | – | ﹤0.01% | 1646 |
|
|
2021
Q1 | $32K | Buy |
+697
| New | +$32K | ﹤0.01% | 1948 |
|