B. Riley Wealth Advisors’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-11,046
| Closed | -$99 | – | 1389 |
|
|
2014
Q4 | $99 | Buy |
+11,046
| New | +$99 | ﹤0.01% | 1750 |
|
|
2014
Q3 | – | Sell |
-10,520
| Closed | -$140K | – | 1376 |
|
|
2014
Q2 | $140K | Hold |
10,520
| – | – | 0.03% | 590 |
|
|
2014
Q1 | $137K | Sell |
10,520
-8,941
| -46% | -$116K | 0.04% | 521 |
|
|
2013
Q4 | $226K | Sell |
19,461
-1,841
| -9% | -$21.4K | 0.07% | 309 |
|
|
2013
Q3 | $227K | Hold |
21,302
| – | – | 0.08% | 296 |
|
|
2013
Q2 | $210K | Buy |
+21,302
| New | +$210K | 0.07% | 309 |
|