Tradition Wealth Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-339
| Closed | -$29K | – | 940 |
|
|
2023
Q4 | $29K | Hold |
339
| – | – | ﹤0.01% | 759 |
|
|
2023
Q3 | $26K | Hold |
339
| – | – | ﹤0.01% | 778 |
|
|
2023
Q2 | $27K | Hold |
339
| – | – | ﹤0.01% | 802 |
|
|
2023
Q1 | $24K | Hold |
339
| – | – | ﹤0.01% | 795 |
|
|
2022
Q4 | $20K | Hold |
339
| – | – | ﹤0.01% | 751 |
|
|
2022
Q3 | $21K | Hold |
339
| – | – | ﹤0.01% | 745 |
|
|
2022
Q2 | $23K | Hold |
339
| – | – | ﹤0.01% | 624 |
|
|
2022
Q1 | $21K | Sell |
339
-300
| -47% | -$18.6K | ﹤0.01% | 702 |
|
|
2021
Q4 | $46K | Buy |
639
+300
| +88% | +$21.6K | 0.01% | 546 |
|
|
2021
Q3 | $19K | Hold |
339
| – | – | ﹤0.01% | 744 |
|
|
2021
Q2 | $17K | Hold |
339
| – | – | ﹤0.01% | 801 |
|
|
2021
Q1 | $16K | Buy |
339
+263
| +346% | +$12.4K | ﹤0.01% | 684 |
|
|
2020
Q4 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 904 |
|