Buckingham Strategic Wealth’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-23,524
| Closed | -$245K | – | 306 |
|
|
2017
Q1 | $245K | Sell |
23,524
-1,047
| -4% | -$10.9K | 0.07% | 210 |
|
|
2016
Q4 | $269K | Buy |
24,571
+1,047
| +4% | +$11.5K | 0.09% | 182 |
|
|
2016
Q3 | $228K | Sell |
23,524
-47,656
| -67% | -$462K | 0.08% | 194 |
|
|
2016
Q2 | $650K | Sell |
71,180
-185
| -0.3% | -$1.69K | 0.22% | 93 |
|
|
2016
Q1 | $528K | Buy |
71,365
+1,184
| +2% | +$8.76K | 0.17% | 106 |
|
|
2015
Q4 | $489K | Hold |
70,181
| – | – | 0.16% | 106 |
|
|
2015
Q3 | $459K | Buy |
70,181
+400
| +0.6% | +$2.62K | 0.16% | 104 |
|
|
2015
Q2 | $518K | Sell |
69,781
-395
| -0.6% | -$2.93K | 0.17% | 105 |
|
|
2015
Q1 | $569K | Hold |
70,176
| – | – | 0.21% | 87 |
|
|
2014
Q4 | $627K | Sell |
70,176
-7,495
| -10% | -$67K | 0.24% | 75 |
|
|
2014
Q3 | $821K | Hold |
77,671
| – | – | 0.34% | 56 |
|
|
2014
Q2 | $1.04M | Sell |
77,671
-16,108
| -17% | -$215K | 0.45% | 47 |
|
|
2014
Q1 | $1.22M | Sell |
93,779
-1,972
| -2% | -$25.7K | 0.57% | 37 |
|
|
2013
Q4 | $1.11M | Hold |
95,751
| – | – | 0.52% | 40 |
|
|
2013
Q3 | $1.02M | Buy |
+95,751
| New | +$1.02M | 0.54% | 37 |
|