TCI Wealth Advisors’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 |
-168
| Closed | -$12.1K | – | 1600 |
|
|
2023
Q1 | $12.1K | Buy |
168
+1
| +0.6% | +$72 | ﹤0.01% | 969 |
|
|
2022
Q4 | $9.81K | Buy |
167
+165
| +8,250% | +$9.69K | ﹤0.01% | 1081 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2496 |
|
|
2018
Q1 | – | Sell |
-114
| Closed | -$5K | – | 1416 |
|
|
2017
Q4 | $5K | Sell |
114
-86
| -43% | -$3.77K | ﹤0.01% | 792 |
|
|
2017
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 624 |
|
|
2017
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 642 |
|