Avantax Planning Partners’s MDU Resources MDU Stock Holding History

Avantax Planning Partners’s Portfolio MDU Stock Details MDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-55,515	Closed	-$772K	–	467
2024 Q2	$772K	Sell	55,515 -579	-1%	-$8.05K	0.02%	228
2024 Q1	$783K	Buy	56,094 +671	+1%	+$9.37K	0.03%	229
2023 Q4	$608K	Sell	55,423 -301	-0.5%	-$3.3K	0.02%	219
2023 Q3	$604K	Sell	55,724 -2,054	-4%	-$22.3K	0.03%	209
2023 Q2	$670K	Sell	57,778 -28,235	-33%	-$328K	0.03%	207
2023 Q1	$997K	Buy	86,013 +37	+0%	+$429	0.04%	162
2022 Q4	$992K	Buy	85,976 +34	+0%	+$392	0.04%	169
2022 Q3	$894K	Buy	85,942 +39	+0%	+$406	0.04%	163
2022 Q2	$882K	Buy	85,903 +40	+0%	+$411	0.04%	170
2022 Q1	$870K	Buy	85,863 +305	+0.4%	+$3.09K	0.03%	170
2021 Q4	$1M	Sell	85,558 -3,934	-4%	-$46.1K	0.04%	159
2021 Q3	$1.01M	Buy	89,492 +8,723	+11%	+$98.4K	0.05%	140
2021 Q2	$963K	Buy	80,769 +26	+0%	+$310	0.05%	137
2021 Q1	$970K	Sell	80,743 -12,855	-14%	-$154K	0.05%	133
2020 Q4	$937K	Sell	93,598 -999	-1%	-$10K	0.05%	129
2020 Q3	$809K	Sell	94,597 -1,988	-2%	-$17K	0.04%	138
2020 Q2	$815K	Buy	96,585 +799	+0.8%	+$6.74K	0.05%	134
2020 Q1	$783K	Sell	95,786 -13,144	-12%	-$107K	0.05%	117
2019 Q4	$1.23M	Sell	108,930 -13,767	-11%	-$156K	0.07%	99
2019 Q3	$1.32M	Buy	122,697 +1,341	+1%	+$14.4K	0.08%	92
2019 Q2	$1.2M	Sell	121,356 -565	-0.5%	-$5.59K	0.08%	91
2019 Q1	$1.2M	Sell	121,921 -1,397	-1%	-$13.7K	0.08%	88
2018 Q4	$1.12M	Buy	123,318 +597	+0.5%	+$5.41K	0.08%	88
2018 Q3	$1.2M	Sell	122,721 -460	-0.4%	-$4.49K	0.1%	74
2018 Q2	$1.34M	Buy	123,181 +1,307	+1%	+$14.3K	0.12%	66
2018 Q1	$1.31M	Sell	121,874 -1,465	-1%	-$15.7K	0.11%	83
2017 Q4	$1.26M	Buy	123,339 +892	+0.7%	+$9.12K	0.12%	81
2017 Q3	$1.21M	Sell	122,447 -27,935	-19%	-$276K	0.1%	99
2017 Q2	$1.5M	Buy	150,382 +105,385	+234%	+$1.05M	0.13%	78
2017 Q1	$468K	Buy	44,997 +12,810	+40%	+$133K	0.04%	190
2016 Q4	$352K	Buy	+32,187	New	+$352K	0.04%	205