Elite 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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-5,720
| Closed | -$60K | – | 314 |
|
2014
Q3 | $60K | Sell |
5,720
-1,972
| -26% | -$20.7K | 0.05% | 106 |
|
2014
Q2 | $103K | Hold |
7,692
| – | – | 0.1% | 71 |
|
2014
Q1 | $100K | Hold |
7,692
| – | – | 0.08% | 79 |
|
2013
Q4 | $89K | Hold |
7,692
| – | – | 0.07% | 112 |
|
2013
Q3 | $82K | Buy |
7,692
+1,183
| +18% | +$12.6K | 0.07% | 133 |
|
2013
Q2 | $64K | Buy |
+6,509
| New | +$64K | 0.09% | 110 |
|