EWM
Evercore Wealth Management’s MDU Resources MDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,650
| Closed | -$44K | – | 617 |
|
|
2017
Q4 | $44K | Hold |
1,650
| – | – | ﹤0.01% | 599 |
|
|
2017
Q3 | $43K | Hold |
1,650
| – | – | ﹤0.01% | 591 |
|
|
2017
Q2 | $43K | Hold |
1,650
| – | – | ﹤0.01% | 598 |
|
|
2017
Q1 | $45K | Hold |
1,650
| – | – | ﹤0.01% | 617 |
|
|
2016
Q4 | $47K | Sell |
1,650
-1,300
| -44% | -$37K | ﹤0.01% | 619 |
|
|
2016
Q3 | $75K | Buy |
2,950
+1,300
| +79% | +$33.1K | ﹤0.01% | 526 |
|
|
2016
Q2 | $40K | Hold |
1,650
| – | – | ﹤0.01% | 622 |
|
|
2016
Q1 | $32K | Hold |
1,650
| – | – | ﹤0.01% | 650 |
|
|
2015
Q4 | $30K | Sell |
1,650
-900
| -35% | -$16.4K | ﹤0.01% | 688 |
|
|
2015
Q3 | $43K | Sell |
2,550
-6,750
| -73% | -$114K | ﹤0.01% | 609 |
|
|
2015
Q2 | $182K | Sell |
9,300
-518
| -5% | -$10.1K | 0.01% | 433 |
|
|
2015
Q1 | $209K | Hold |
9,818
| – | – | 0.01% | 408 |
|
|
2014
Q4 | $231K | Sell |
9,818
-1,635
| -14% | -$38.5K | 0.01% | 338 |
|
|
2014
Q3 | $319K | Hold |
11,453
| – | – | 0.02% | 330 |
|
|
2014
Q2 | $403K | Buy |
11,453
+135
| +1% | +$4.75K | 0.02% | 300 |
|
|
2014
Q1 | $389K | Hold |
11,318
| – | – | 0.02% | 289 |
|
|
2013
Q4 | $345K | Buy |
11,318
+1,418
| +14% | +$43.2K | 0.02% | 308 |
|
|
2013
Q3 | $277K | Hold |
9,900
| – | – | 0.02% | 365 |
|
|
2013
Q2 | $257K | Buy |
+9,900
| New | +$257K | 0.01% | 369 |
|