BerganKDV Wealth Management’s MDU Resources MDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$56.6K	Sell	4,881 -2,230	-31%	-$25.1K	0.01%	362
2023 Q1	$82.4K	Sell	7,111 -526	-7%	-$6.11K	0.01%	331
2022 Q4	$88.1K	Sell	7,637 -1,326	-15%	-$14.9K	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%	+$120	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%	+$5.54K	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	+$89.9K	0.02%	257
2016 Q3	–	Sell	-83,494	Closed	-$762K	–	154
2016 Q2	$762K	Buy	83,494 +16,085	+24%	+$131K	0.33%	66
2016 Q1	$499K	Buy	+67,409	New	+$454K	0.3%	86