Heritage Wealth Advisors’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,300
| Closed | -$22K | – | 584 |
|
|
2025
Q1 | $22K | Buy |
1,300
+150
| +13% | +$2.54K | ﹤0.01% | 363 |
|
|
2024
Q4 | $20.7K | Sell |
1,150
-565
| -33% | -$10.2K | ﹤0.01% | 384 |
|
|
2024
Q3 | $26K | Hold |
1,715
| – | – | ﹤0.01% | 377 |
|
|
2024
Q2 | $23.8K | Hold |
1,715
| – | – | ﹤0.01% | 366 |
|
|
2024
Q1 | $23.9K | Hold |
1,715
| – | – | ﹤0.01% | 383 |
|
|
2023
Q4 | $18.8K | Buy |
+1,715
| New | +$18.8K | ﹤0.01% | 414 |
|
|
2021
Q3 | – | Sell |
-168
| Closed | -$2.01K | – | 560 |
|
|
2021
Q2 | $2.01K | Hold |
168
| – | – | ﹤0.01% | 510 |
|
|
2021
Q1 | $2.02K | Hold |
168
| – | – | ﹤0.01% | 520 |
|
|
2020
Q4 | $2K | Buy |
+168
| New | +$2K | ﹤0.01% | 514 |
|