Goelzer Investment Management’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-17,297
| Closed | -$206K | – | 218 |
|
|
2021
Q2 | $206K | Hold |
17,297
| – | – | 0.02% | 212 |
|
|
2021
Q1 | $208K | Buy |
+17,297
| New | +$208K | 0.02% | 199 |
|
|
2018
Q3 | – | Sell |
-19,361
| Closed | -$211K | – | 207 |
|
|
2018
Q2 | $211K | Sell |
19,361
-6,246
| -24% | -$68.1K | 0.02% | 199 |
|
|
2018
Q1 | $274K | Buy |
25,607
+670
| +3% | +$7.17K | 0.03% | 185 |
|
|
2017
Q4 | $255K | Buy |
24,937
+1,276
| +5% | +$13K | 0.03% | 194 |
|
|
2017
Q3 | $233K | Buy |
23,661
+486
| +2% | +$4.79K | 0.03% | 193 |
|
|
2017
Q2 | $231K | Hold |
23,175
| – | – | 0.03% | 189 |
|
|
2017
Q1 | $241K | Sell |
23,175
-670
| -3% | -$6.97K | 0.03% | 184 |
|
|
2016
Q4 | $261K | Buy |
+23,845
| New | +$261K | 0.03% | 184 |
|
|
2015
Q1 | – | Sell |
-22,557
| Closed | -$202K | – | 198 |
|
|
2014
Q4 | $202K | Hold |
22,557
| – | – | 0.03% | 195 |
|
|
2014
Q3 | $239K | Sell |
22,557
-1,314
| -6% | -$13.9K | 0.04% | 186 |
|
|
2014
Q2 | $319K | Sell |
23,871
-3,288
| -12% | -$43.9K | 0.05% | 170 |
|
|
2014
Q1 | $354K | Hold |
27,159
| – | – | 0.06% | 162 |
|
|
2013
Q4 | $315K | Hold |
27,159
| – | – | 0.06% | 172 |
|
|
2013
Q3 | $289K | Sell |
27,159
-27,159
| -50% | -$289K | 0.06% | 164 |
|
|
2013
Q2 | $535K | Buy |
+54,318
| New | +$535K | 0.06% | 167 |
|