EverSource Wealth Advisors’s MDU Resources MDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8K | Buy |
2,508
+904
| +56% | +$15.1K | ﹤0.01% | 1732 |
|
|
2025
Q1 | $27.1K | Buy |
1,604
+365
| +29% | +$6.17K | ﹤0.01% | 1527 |
|
|
2024
Q4 | $22.3K | Sell |
1,239
-728
| -37% | -$13.1K | ﹤0.01% | 1563 |
|
|
2024
Q3 | $29.9K | Buy |
1,967
+1,723
| +706% | +$26.2K | ﹤0.01% | 1281 |
|
|
2024
Q2 | $3.64K | Buy |
244
+11
| +5% | +$164 | ﹤0.01% | 2328 |
|
|
2024
Q1 | $3.19K | Buy |
+233
| New | +$3.19K | ﹤0.01% | 2224 |
|
|
2023
Q4 | – | Sell |
-70
| Closed | -$764 | – | 2708 |
|
|
2023
Q3 | $764 | Buy |
70
+45
| +180% | +$491 | ﹤0.01% | 2309 |
|
|
2023
Q2 | $293 | Sell |
25
-12
| -32% | -$141 | ﹤0.01% | 2395 |
|
|
2023
Q1 | $427 | Buy |
+37
| New | +$427 | ﹤0.01% | 2257 |
|