Virtus Investment Advisers’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,184
| Closed | -$309K | – | 630 |
|
|
2024
Q4 | $309K | Hold |
4,184
| – | – | 0.24% | 136 |
|
|
2024
Q3 | $327K | Hold |
4,184
| – | – | 0.26% | 127 |
|
|
2024
Q2 | $366K | Hold |
4,184
| – | – | 0.31% | 102 |
|
|
2024
Q1 | $361K | Sell |
4,184
-1,300
| -24% | -$112K | 0.26% | 113 |
|
|
2023
Q4 | $466K | Sell |
5,484
-1,500
| -21% | -$127K | 0.35% | 92 |
|
|
2023
Q3 | $530K | Sell |
6,984
-1,506
| -18% | -$114K | 0.36% | 71 |
|
|
2023
Q2 | $670K | Hold |
8,490
| – | – | 0.46% | 58 |
|
|
2023
Q1 | $614K | Sell |
8,490
-292
| -3% | -$21.1K | 0.43% | 72 |
|
|
2022
Q4 | $516K | Hold |
8,782
| – | – | 0.34% | 84 |
|
|
2022
Q3 | $540K | Buy |
+8,782
| New | +$540K | 0.25% | 68 |
|