Mosaic Family Wealth’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,454
| Closed | -$95K | – | 710 |
|
|
2018
Q4 | $95K | Buy |
10,454
+166
| +2% | +$1.51K | 0.04% | 231 |
|
|
2018
Q3 | $103K | Buy |
10,288
+7,724
| +301% | +$77.3K | 0.04% | 222 |
|
|
2018
Q2 | $28K | Buy |
2,564
+1,031
| +67% | +$11.3K | 0.01% | 404 |
|
|
2018
Q1 | $16K | Buy |
+1,533
| New | +$16K | 0.01% | 462 |
|
|
2017
Q4 | – | Sell |
-18,585
| Closed | -$183K | – | 821 |
|
|
2017
Q3 | $183K | Buy |
18,585
+249
| +1% | +$2.45K | 0.07% | 198 |
|
|
2017
Q2 | $183K | Buy |
18,336
+984
| +6% | +$9.82K | 0.08% | 183 |
|
|
2017
Q1 | $181K | Sell |
17,352
-1,191
| -6% | -$12.4K | 0.08% | 184 |
|
|
2016
Q4 | $203K | Hold |
18,543
| – | – | 0.09% | 161 |
|
|
2016
Q3 | $179K | Buy |
18,543
+1,057
| +6% | +$10.2K | 0.08% | 175 |
|
|
2016
Q2 | $160K | Buy |
17,486
+3,098
| +22% | +$28.3K | 0.08% | 179 |
|
|
2016
Q1 | $106K | Buy |
14,388
+5,975
| +71% | +$44K | 0.05% | 220 |
|
|
2015
Q4 | $58K | Buy |
+8,413
| New | +$58K | 0.03% | 298 |
|