Financial Architects (New Jersey)’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-87
| Closed | -$1K | – | 1283 |
|
|
2018
Q3 | $1K | Hold |
87
| – | – | ﹤0.01% | 1229 |
|
|
2018
Q2 | $1K | Buy |
+87
| New | +$1K | ﹤0.01% | 1267 |
|
|
2016
Q4 | – | Sell |
-260
| Closed | -$3K | – | 1417 |
|
|
2016
Q3 | $3K | Sell |
260
-813
| -76% | -$9.38K | ﹤0.01% | 1218 |
|
|
2016
Q2 | $10K | Hold |
1,073
| – | – | ﹤0.01% | 961 |
|
|
2016
Q1 | $8K | Buy |
+1,073
| New | +$8K | ﹤0.01% | 784 |
|
|
2015
Q3 | – | Sell |
-813
| Closed | -$6K | – | 607 |
|
|
2015
Q2 | $6K | Hold |
813
| – | – | ﹤0.01% | 881 |
|
|
2015
Q1 | $7K | Sell |
813
-1,328
| -62% | -$11.4K | ﹤0.01% | 785 |
|
|
2014
Q4 | $19K | Hold |
2,141
| – | – | 0.01% | 542 |
|
|
2014
Q3 | $23K | Hold |
2,141
| – | – | 0.01% | 447 |
|
|
2014
Q2 | $29K | Buy |
+2,141
| New | +$29K | 0.01% | 414 |
|
|
2013
Q4 | – | Sell |
-2,141
| Closed | -$23K | – | 390 |
|
|
2013
Q3 | $23K | Hold |
2,141
| – | – | 0.01% | 364 |
|
|
2013
Q2 | $21K | Buy |
+2,141
| New | +$21K | 0.02% | 354 |
|