Strategic Wealth Partners’s Otter Tail OTTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,492	Closed	-$343K	–	271
2022 Q1	$343K	Sell	5,492 -1,844	-25%	-$115K	0.07%	203
2021 Q4	$524K	Buy	+7,336	New	+$524K	0.1%	187