TWG
OTTR icon

The Wealth Group’s Otter Tail OTTR Stock Holding History

The Wealth Group’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,166
Closed -$201K – 64
2024
Q1 		$201K Sell
2,166
-234
-10% -$21.7K 0.06% 57
2023
Q4 		$226K Buy
+2,400
New +$226K 0.07% 50