JFS 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 | $2.75K | Buy |
165
+23
| +16% | +$383 | ﹤0.01% | 1301 |
|
|
2025
Q1 | $2.4K | Hold |
142
| – | – | ﹤0.01% | 1405 |
|
|
2024
Q4 | $2.56K | Sell |
142
-114
| -45% | -$2.05K | ﹤0.01% | 1380 |
|
|
2024
Q3 | $3.89K | Buy |
256
+34
| +15% | +$517 | ﹤0.01% | 1214 |
|
|
2024
Q2 | $3.09K | Hold |
222
| – | – | ﹤0.01% | 1259 |
|
|
2024
Q1 | $3.1K | Hold |
222
| – | – | ﹤0.01% | 1285 |
|
|
2023
Q4 | $2.44K | Sell |
222
-33
| -13% | -$362 | ﹤0.01% | 1342 |
|
|
2023
Q3 | $2.76K | Sell |
255
-93
| -27% | -$1.01K | ﹤0.01% | 1232 |
|
|
2023
Q2 | $4.04K | Sell |
348
-204
| -37% | -$2.37K | ﹤0.01% | 1094 |
|
|
2023
Q1 | $6.4K | Sell |
552
-3
| -0.5% | -$35 | ﹤0.01% | 896 |
|
|
2022
Q4 | $6.4K | Sell |
555
-29
| -5% | -$335 | ﹤0.01% | 894 |
|
|
2022
Q3 | $6K | Buy |
584
+268
| +85% | +$2.75K | ﹤0.01% | 927 |
|
|
2022
Q2 | $3K | Sell |
316
-21
| -6% | -$199 | ﹤0.01% | 1203 |
|
|
2022
Q1 | $3K | Buy |
337
+171
| +103% | +$1.52K | ﹤0.01% | 1275 |
|
|
2021
Q4 | $2K | Buy |
+166
| New | +$2K | ﹤0.01% | 1105 |
|
|
2020
Q4 | – | Sell |
-302
| Closed | -$3K | – | 607 |
|
|
2020
Q3 | $3K | Hold |
302
| – | – | ﹤0.01% | 481 |
|
|
2020
Q2 | $3K | Buy |
+302
| New | +$3K | ﹤0.01% | 465 |
|