GW Henssler & Associates’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,332
| Closed | -$224K | – | 218 |
|
|
2023
Q1 | $224K | Sell |
19,332
-11,824
| -38% | -$137K | 0.01% | 208 |
|
|
2022
Q4 | $359K | Hold |
31,156
| – | – | 0.03% | 133 |
|
|
2022
Q3 | $324K | Buy |
31,156
+1,486
| +5% | +$15.5K | 0.02% | 131 |
|
|
2022
Q2 | $305K | Buy |
+29,670
| New | +$305K | 0.02% | 146 |
|
|
2020
Q2 | – | Sell |
-31,030
| Closed | -$254K | – | 217 |
|
|
2020
Q1 | $254K | Sell |
31,030
-1,215
| -4% | -$9.95K | 0.03% | 169 |
|
|
2019
Q4 | $364K | Buy |
32,245
+5,683
| +21% | +$64.2K | 0.03% | 172 |
|
|
2019
Q3 | $285K | Sell |
26,562
-4,997
| -16% | -$53.6K | 0.03% | 184 |
|
|
2019
Q2 | $310K | Sell |
31,559
-6,932
| -18% | -$68.1K | 0.03% | 180 |
|
|
2019
Q1 | $378K | Buy |
+38,491
| New | +$378K | 0.03% | 161 |
|