TPCW
TD Private Client Wealth’s Otter Tail OTTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-329
| Closed | -$26.4K | – | 1485 |
|
|
2025
Q1 | $26.4K | Hold |
329
| – | – | ﹤0.01% | 901 |
|
|
2024
Q4 | $24.3K | Buy |
329
+68
| +26% | +$5.02K | ﹤0.01% | 946 |
|
|
2024
Q3 | $20.4K | Hold |
261
| – | – | ﹤0.01% | 969 |
|
|
2024
Q2 | $22.9K | Sell |
261
-639
| -71% | -$56K | ﹤0.01% | 933 |
|
|
2024
Q1 | $77.8K | Buy |
900
+256
| +40% | +$22.1K | ﹤0.01% | 733 |
|
|
2023
Q4 | $54.7K | Buy |
644
+225
| +54% | +$19.1K | ﹤0.01% | 806 |
|
|
2023
Q3 | $31.8K | Buy |
419
+93
| +29% | +$7.06K | ﹤0.01% | 857 |
|
|
2023
Q2 | $25.7K | Hold |
326
| – | – | ﹤0.01% | 910 |
|
|
2023
Q1 | $23.6K | Buy |
326
+141
| +76% | +$10.2K | ﹤0.01% | 914 |
|
|
2022
Q4 | $10.9K | Sell |
185
-123
| -40% | -$7.22K | ﹤0.01% | 1001 |
|
|
2022
Q3 | $18.9K | Hold |
308
| – | – | ﹤0.01% | 924 |
|
|
2022
Q2 | $20.7K | Hold |
308
| – | – | ﹤0.01% | 916 |
|
|
2022
Q1 | $19.3K | Buy |
+308
| New | +$19.3K | ﹤0.01% | 951 |
|