IWA
IVC Wealth Advisors’s MDU Resources MDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,008
| Closed | -$202K | – | 169 |
|
|
2024
Q1 | $202K | Buy |
+8,008
| New | +$202K | 0.12% | 156 |
|
|
2023
Q2 | – | Sell |
-7,225
| Closed | -$220K | – | 165 |
|
|
2023
Q1 | $220K | Sell |
7,225
-450
| -6% | -$13.7K | 0.16% | 129 |
|
|
2022
Q4 | $233K | Hold |
7,675
| – | – | 0.17% | 131 |
|
|
2022
Q3 | $210K | Hold |
7,675
| – | – | 0.17% | 133 |
|
|
2022
Q2 | $207K | Buy |
+7,675
| New | +$207K | 0.16% | 136 |
|