Trilogy Capital’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 |
-3,033
| Closed | -$258K | – | 323 |
|
|
2023
Q4 | $258K | Sell |
3,033
-582
| -16% | -$49.5K | 0.02% | 223 |
|
|
2023
Q3 | $274K | Sell |
3,615
-539
| -13% | -$40.9K | 0.02% | 205 |
|
|
2023
Q2 | $349K | Sell |
4,154
-975
| -19% | -$82K | 0.02% | 203 |
|
|
2023
Q1 | $371K | Buy |
+5,129
| New | +$371K | 0.03% | 176 |
|