Avantax Planning Partners’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-55,515
| Closed | -$772K | – | 467 |
|
|
2024
Q2 | $772K | Sell |
55,515
-579
| -1% | -$8K | 0.02% | 228 |
|
|
2024
Q1 | $783K | Buy |
56,094
+671
| +1% | +$7.76K | 0.03% | 229 |
|
|
2023
Q4 | $608K | Sell |
55,423
-301
| -0.5% | -$3.18K | 0.02% | 219 |
|
|
2023
Q3 | $604K | Sell |
55,724
-2,054
| -4% | -$23.6K | 0.03% | 209 |
|
|
2023
Q2 | $670K | Sell |
57,778
-28,235
| -33% | -$318K | 0.03% | 207 |
|
|
2023
Q1 | $997K | Buy |
86,013
+37
| +0% | +$430 | 0.04% | 162 |
|
|
2022
Q4 | $992K | Buy |
85,976
+34
| +0% | +$382 | 0.04% | 169 |
|
|
2022
Q3 | $894K | Buy |
85,942
+39
| +0% | +$431 | 0.04% | 163 |
|
|
2022
Q2 | $882K | Buy |
85,903
+40
| +0% | +$407 | 0.04% | 170 |
|
|
2022
Q1 | $870K | Buy |
85,863
+305
| +0.4% | +$3.23K | 0.03% | 170 |
|
|
2021
Q4 | $1M | Sell |
85,558
-3,934
| -4% | -$44.4K | 0.04% | 159 |
|
|
2021
Q3 | $1.01M | Buy |
89,492
+8,723
| +11% | +$104K | 0.05% | 140 |
|
|
2021
Q2 | $963K | Buy |
80,769
+26
| +0% | +$326 | 0.05% | 137 |
|
|
2021
Q1 | $970K | Sell |
80,743
-12,855
| -14% | -$140K | 0.05% | 133 |
|
|
2020
Q4 | $937K | Sell |
93,598
-999
| -1% | -$9.34K | 0.05% | 129 |
|
|
2020
Q3 | $809K | Sell |
94,597
-1,988
| -2% | -$17.1K | 0.04% | 138 |
|
|
2020
Q2 | $815K | Buy |
96,585
+799
| +0.8% | +$6.64K | 0.05% | 134 |
|
|
2020
Q1 | $783K | Sell |
95,786
-13,144
| -12% | -$138K | 0.05% | 117 |
|
|
2019
Q4 | $1.23M | Sell |
108,930
-13,767
| -11% | -$150K | 0.07% | 99 |
|
|
2019
Q3 | $1.31M | Buy |
122,697
+1,341
| +1% | +$13.7K | 0.08% | 92 |
|
|
2019
Q2 | $1.2M | Sell |
121,356
-565
| -0.5% | -$5.5K | 0.08% | 91 |
|
|
2019
Q1 | $1.2M | Sell |
121,921
-1,397
| -1% | -$13.6K | 0.08% | 88 |
|
|
2018
Q4 | $1.12M | Buy |
123,318
+597
| +0.5% | +$5.83K | 0.08% | 88 |
|
|
2018
Q3 | $1.2M | Sell |
122,721
-460
| -0.4% | -$4.92K | 0.1% | 74 |
|
|
2018
Q2 | $1.34M | Buy |
123,181
+1,307
| +1% | +$13.9K | 0.12% | 66 |
|
|
2018
Q1 | $1.3M | Sell |
121,874
-1,465
| -1% | -$14.9K | 0.11% | 83 |
|
|
2017
Q4 | $1.26M | Buy |
123,339
+892
| +0.7% | +$9.14K | 0.12% | 81 |
|
|
2017
Q3 | $1.21M | Sell |
122,447
-27,935
| -19% | -$279K | 0.1% | 99 |
|
|
2017
Q2 | $1.5M | Buy |
150,382
+105,385
| +234% | +$1.08M | 0.13% | 78 |
|
|
2017
Q1 | $468K | Buy |
44,997
+12,810
| +40% | +$134K | 0.04% | 190 |
|
|
2016
Q4 | $352K | Buy |
+32,187
| New | +$333K | 0.04% | 205 |
|
Other funds holding MDU
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