Chase Investment Counsel’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-33,626
| Closed | -$345K | – | 103 |
|
|
2022
Q2 | $345K | Buy |
33,626
+1,315
| +4% | +$13.5K | 0.19% | 80 |
|
|
2022
Q1 | $327K | Buy |
32,311
+1,000
| +3% | +$10.1K | 0.14% | 86 |
|
|
2021
Q4 | $367K | Sell |
31,311
-1,063
| -3% | -$12.5K | 0.15% | 86 |
|
|
2021
Q3 | $365K | Hold |
32,374
| – | – | 0.16% | 77 |
|
|
2021
Q2 | $385K | Buy |
32,374
+1,118
| +4% | +$13.3K | 0.16% | 79 |
|
|
2021
Q1 | $375K | Sell |
31,256
-2,630
| -8% | -$31.6K | 0.17% | 79 |
|
|
2020
Q4 | $339K | Buy |
+33,886
| New | +$339K | 0.15% | 81 |
|
|
2015
Q4 | – | Sell |
-29,087
| Closed | -$190K | – | 94 |
|
|
2015
Q3 | $190K | Sell |
29,087
-1,430
| -5% | -$9.34K | 0.08% | 91 |
|
|
2015
Q2 | $226K | Hold |
30,517
| – | – | 0.08% | 95 |
|
|
2015
Q1 | $247K | Hold |
30,517
| – | – | 0.09% | 96 |
|
|
2014
Q4 | $272K | Buy |
+30,517
| New | +$272K | 0.1% | 89 |
|