Summit Global Investments’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 |
-3,500
| Closed | -$253K | – | 600 |
|
|
2023
Q1 | $253K | Buy |
+3,500
| New | +$253K | 0.02% | 458 |
|
|
2021
Q1 | – | Sell |
-5,500
| Closed | -$234K | – | 568 |
|
|
2020
Q4 | $234K | Sell |
5,500
-1,500
| -21% | -$63.8K | 0.02% | 243 |
|
|
2020
Q3 | $253K | Sell |
7,000
-11,215
| -62% | -$405K | 0.03% | 230 |
|
|
2020
Q2 | $707K | Buy |
18,215
+200
| +1% | +$7.76K | 0.08% | 157 |
|
|
2020
Q1 | $801K | Sell |
18,015
-1,000
| -5% | -$44.5K | 0.12% | 109 |
|
|
2019
Q4 | $975K | Buy |
19,015
+1,570
| +9% | +$80.5K | 0.11% | 130 |
|
|
2019
Q3 | $938K | Buy |
17,445
+2,245
| +15% | +$121K | 0.11% | 122 |
|
|
2019
Q2 | $803K | Buy |
+15,200
| New | +$803K | 0.1% | 129 |
|
|
2017
Q2 | – | Sell |
-12,900
| Closed | -$489K | – | 272 |
|
|
2017
Q1 | $489K | Hold |
12,900
| – | – | 0.16% | 128 |
|
|
2016
Q4 | $526K | Buy |
+12,900
| New | +$526K | 0.19% | 99 |
|