BerganKDV Wealth Management’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $56.6K | Sell |
4,881
-2,230
| -31% | -$25.9K | 0.01% | 362 |
|
|
2023
Q1 | $82.4K | Sell |
7,111
-526
| -7% | -$6.1K | 0.01% | 331 |
|
|
2022
Q4 | $88.1K | Sell |
7,637
-1,326
| -15% | -$15.3K | 0.01% | 326 |
|
|
2022
Q3 | $93K | Hold |
8,963
| – | – | 0.01% | 299 |
|
|
2022
Q2 | $92K | Hold |
8,963
| – | – | 0.01% | 308 |
|
|
2022
Q1 | $91K | Hold |
8,963
| – | – | 0.01% | 316 |
|
|
2021
Q4 | $105K | Hold |
8,963
| – | – | 0.01% | 327 |
|
|
2021
Q3 | $101K | Hold |
8,963
| – | – | 0.01% | 320 |
|
|
2021
Q2 | $107K | Hold |
8,963
| – | – | 0.01% | 304 |
|
|
2021
Q1 | $108K | Buy |
8,963
+11
| +0.1% | +$133 | 0.01% | 286 |
|
|
2020
Q4 | $90K | Hold |
8,952
| – | – | 0.01% | 285 |
|
|
2020
Q3 | $77K | Hold |
8,952
| – | – | 0.01% | 292 |
|
|
2020
Q2 | $76K | Hold |
8,952
| – | – | 0.01% | 304 |
|
|
2020
Q1 | $73K | Buy |
8,952
+526
| +6% | +$4.29K | 0.02% | 278 |
|
|
2019
Q4 | $95K | Hold |
8,426
| – | – | 0.02% | 279 |
|
|
2019
Q3 | $90K | Hold |
8,426
| – | – | 0.02% | 269 |
|
|
2019
Q2 | $83K | Hold |
8,426
| – | – | 0.02% | 282 |
|
|
2019
Q1 | $83K | Hold |
8,426
| – | – | 0.02% | 294 |
|
|
2018
Q4 | $76K | Hold |
8,426
| – | – | 0.02% | 262 |
|
|
2018
Q3 | $82K | Hold |
8,426
| – | – | 0.02% | 269 |
|
|
2018
Q2 | $92K | Buy |
+8,426
| New | +$92K | 0.02% | 257 |
|
|
2016
Q3 | – | Sell |
-83,494
| Closed | -$762K | – | 154 |
|
|
2016
Q2 | $762K | Buy |
83,494
+16,085
| +24% | +$147K | 0.33% | 66 |
|
|
2016
Q1 | $499K | Buy |
+67,409
| New | +$499K | 0.3% | 86 |
|