Wealth Enhancement Advisory Services’s Otter Tail OTTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
17,610
-268
-1% -$21.4K ﹤0.01% 1542
2025
Q1
$1.44M Buy
17,878
+375
+2% +$30.1K ﹤0.01% 1409
2024
Q4
$1.29M Buy
17,503
+429
+3% +$31.7K ﹤0.01% 1399
2024
Q3
$1.33M Sell
17,074
-253
-1% -$19.8K ﹤0.01% 1250
2024
Q2
$1.52M Buy
17,327
+267
+2% +$23.4K ﹤0.01% 1101
2024
Q1
$1.47M Buy
17,060
+86
+0.5% +$7.43K ﹤0.01% 1080
2023
Q4
$1.44M Buy
16,974
+10,469
+161% +$890K ﹤0.01% 1015
2023
Q3
$494K Buy
6,505
+2,634
+68% +$200K ﹤0.01% 1424
2023
Q2
$306K Buy
3,871
+318
+9% +$25.1K ﹤0.01% 436
2023
Q1
$257K Buy
+3,553
New +$257K ﹤0.01% 469