YorkBridge Wealth Partners’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-51
| Closed | -$2K | – | 821 |
|
|
2018
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 792 |
|
|
2018
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 787 |
|
|
2017
Q4 | $2K | Buy |
51
+15
| +42% | +$588 | ﹤0.01% | 808 |
|
|
2017
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 795 |
|
|
2017
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 839 |
|