Planned Solutions’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-9,476
| Closed | -$144K | – | 421 |
|
2024
Q3 | $144K | Buy |
+9,476
| New | +$144K | 0.06% | 153 |
|
2024
Q1 | – | Sell |
-6,002
| Closed | -$65.8K | – | 364 |
|
2023
Q4 | $65.8K | Buy |
+6,002
| New | +$65.8K | 0.03% | 241 |
|
2021
Q1 | – | Sell |
-6,427
| Closed | -$64K | – | 271 |
|
2020
Q4 | $64K | Buy |
6,427
+6,048
| +1,596% | +$60.2K | 0.05% | 163 |
|
2020
Q3 | $3K | Buy |
+379
| New | +$3K | ﹤0.01% | 302 |
|