McClarren Financial 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
Q1 | – | Sell |
-439
| Closed | -$7K | – | 339 |
|
|
2024
Q4 | $7K | Buy |
+439
| New | +$7K | 0.02% | 163 |
|
|
2024
Q3 | – | Sell |
-45
| Closed | -$10K | – | 315 |
|
|
2024
Q2 | $10K | Sell |
45
-737
| -94% | -$164K | 0.01% | 243 |
|
|
2024
Q1 | $11K | Buy |
782
+6
| +0.8% | +$84 | 0.01% | 237 |
|
|
2023
Q4 | $9K | Buy |
776
+5
| +0.6% | +$58 | 0.01% | 275 |
|
|
2023
Q3 | $8K | Buy |
771
+9
| +1% | +$93 | 0.01% | 262 |
|
|
2023
Q2 | $8K | Sell |
762
-340
| -31% | -$3.57K | 0.01% | 263 |
|
|
2023
Q1 | $12K | Buy |
1,102
+8
| +0.7% | +$87 | 0.01% | 234 |
|
|
2022
Q4 | $12K | Buy |
1,094
+8
| +0.7% | +$88 | 0.01% | 242 |
|
|
2022
Q3 | $11K | Buy |
+1,086
| New | +$11K | 0.01% | 231 |
|
|
2022
Q2 | – | Sell |
-1,068
| Closed | -$10K | – | 169 |
|
|
2022
Q1 | $10K | Buy |
1,068
+6
| +0.6% | +$56 | 0.01% | 209 |
|
|
2021
Q4 | $13K | Buy |
1,062
+7
| +0.7% | +$86 | 0.01% | 225 |
|
|
2021
Q3 | $11K | Buy |
1,055
+8
| +0.8% | +$83 | 0.01% | 210 |
|
|
2021
Q2 | $12K | Buy |
1,047
+6
| +0.6% | +$69 | 0.01% | 218 |
|
|
2021
Q1 | $13K | Buy |
1,041
+2
| +0.2% | +$25 | 0.01% | 186 |
|
|
2020
Q4 | $10K | Buy |
+1,039
| New | +$10K | 0.01% | 168 |
|