WFG Advisors’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $22K | Buy |
561
+530
| +1,710% | +$20.8K | 0.01% | 926 |
|
|
2017
Q1 | $1K | Sell |
31
-316
| -91% | -$10.2K | ﹤0.01% | 1420 |
|
|
2016
Q4 | $14K | Sell |
347
-297
| -46% | -$12K | ﹤0.01% | 1025 |
|
|
2016
Q3 | $22K | Buy |
644
+3
| +0.5% | +$102 | 0.01% | 924 |
|
|
2016
Q2 | $21K | Sell |
641
-732
| -53% | -$24K | 0.01% | 906 |
|
|
2016
Q1 | $41K | Buy |
1,373
+15
| +1% | +$448 | 0.01% | 716 |
|
|
2015
Q4 | $36K | Sell |
1,358
-182
| -12% | -$4.83K | 0.01% | 749 |
|
|
2015
Q3 | $40K | Buy |
1,540
+19
| +1% | +$494 | 0.01% | 709 |
|
|
2015
Q2 | $40K | Buy |
1,521
+6
| +0.4% | +$158 | 0.01% | 788 |
|
|
2015
Q1 | $49K | Buy |
1,515
+4
| +0.3% | +$129 | 0.01% | 740 |
|
|
2014
Q4 | $47K | Buy |
1,511
+6
| +0.4% | +$187 | 0.01% | 908 |
|
|
2014
Q3 | $40K | Buy |
+1,505
| New | +$40K | 0.01% | 1005 |
|
|
2013
Q3 | – | Sell |
-303
| Closed | -$9K | – | 2224 |
|
|
2013
Q2 | $9K | Buy |
+303
| New | +$9K | ﹤0.01% | 1492 |
|