Wealth Forward LLC’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 | $327K | Hold |
4,238
| – | – | 0.22% | 24 |
|
|
2025
Q1 | $341K | Hold |
4,238
| – | – | 0.24% | 24 |
|
|
2024
Q4 | $313K | Hold |
4,238
| – | – | 0.22% | 25 |
|
|
2024
Q3 | $331K | Hold |
4,238
| – | – | 0.23% | 26 |
|
|
2024
Q2 | $371K | Hold |
4,238
| – | – | 0.29% | 26 |
|
|
2024
Q1 | $366K | Hold |
4,238
| – | – | 0.29% | 26 |
|
|
2023
Q4 | $360K | Buy |
+4,238
| New | +$360K | 0.3% | 26 |
|