GWSA
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Global Wealth Strategies & Associates’s MDU Resources MDU Stock Holding History

Global Wealth Strategies & Associates’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-690
Closed -$14.3K – 305
2026
Q1 		$14.3K Hold
690
– – ﹤0.01% 278
2025
Q4 		$13.5K Sell
690
-690
-50% -$13.6K ﹤0.01% 282
2025
Q3 		$24.6K Hold
1,380
– – 0.01% 207
2025
Q2 		$23K Hold
1,380
– – 0.01% 158
2025
Q1 		$23.3K Hold
1,380
– – 0.01% 168
2024
Q4 		$24.9K Sell
1,380
-1,111
-45% -$19.5K 0.01% 153
2024
Q3 		$37.8K Hold
2,491
– – 0.01% 111
2024
Q2 		$34.6K Sell
2,491
-23
-0.9% -$318 0.01% 105
2024
Q1 		$35.1K Sell
2,514
-2
-0.1% -$23 0.01% 107
2023
Q4 		$27.6K Sell
2,516
-269
-10% -$2.84K 0.01% 105
2023
Q3 		$30.2K Buy
2,785
+271
+11% +$3.12K 0.01% 96
2023
Q2 		$29.2K Sell
2,514
-1,149
-31% -$12.9K 0.01% 97
2023
Q1 		$42.5K Hold
3,663
– – 0.02% 82
2022
Q4 		$42.3K Buy
+3,663
New +$41.2K 0.02% 79

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FF
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CCM
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YIH
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SWM
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DAS
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HNB
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GI
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CA
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CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return