Core 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-231
| Closed | -$3.23K | – | 162 |
|
|
2024
Q1 | $3.23K | Hold |
231
| – | – | ﹤0.01% | 235 |
|
|
2023
Q4 | $2.54K | Hold |
231
| – | – | ﹤0.01% | 237 |
|
|
2023
Q3 | $2.51K | Hold |
231
| – | – | ﹤0.01% | 216 |
|
|
2023
Q2 | $2.68K | Sell |
231
-106
| -31% | -$1.23K | ﹤0.01% | 214 |
|
|
2023
Q1 | $3.9K | Hold |
337
| – | – | ﹤0.01% | 207 |
|
|
2022
Q4 | $3.88K | Hold |
337
| – | – | ﹤0.01% | 222 |
|
|
2022
Q3 | $4K | Hold |
337
| – | – | ﹤0.01% | 183 |
|
|
2022
Q2 | $3K | Buy |
+337
| New | +$3K | ﹤0.01% | 191 |
|