AWM
Accel Wealth Management’s MDU Resources MDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,724
| Closed | -$114K | – | 580 |
|
|
2023
Q1 | $114K | Sell |
3,724
-279
| -7% | -$8.5K | 0.05% | 303 |
|
|
2022
Q4 | $121K | Buy |
4,003
+577
| +17% | +$17.5K | 0.06% | 215 |
|
|
2022
Q3 | $99K | Buy |
3,426
+19
| +0.6% | +$549 | 0.05% | 250 |
|
|
2022
Q2 | $92K | Buy |
3,407
+19
| +0.6% | +$513 | 0.05% | 251 |
|
|
2022
Q1 | $91K | Sell |
3,388
-664
| -16% | -$17.8K | 0.05% | 268 |
|
|
2021
Q4 | $125K | Buy |
4,052
+1,009
| +33% | +$31.1K | 0.06% | 230 |
|
|
2021
Q3 | $90K | Buy |
3,043
+9
| +0.3% | +$270 | 0.06% | 240 |
|
|
2021
Q2 | $95K | Buy |
3,034
+7
| +0.2% | +$214 | 0.06% | 240 |
|
|
2021
Q1 | $96K | Sell |
3,027
-5,848
| -66% | -$185K | 0.08% | 224 |
|
|
2020
Q4 | $234K | Buy |
+8,875
| New | +$234K | 0.22% | 102 |
|