Plante Moran 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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-1,602
| Closed | -$17K | – | 835 |
|
2014
Q3 | $17K | Buy |
1,602
+1,213
| +312% | +$12.9K | 0.01% | 430 |
|
2014
Q2 | $5K | Hold |
389
| – | – | ﹤0.01% | 667 |
|
2014
Q1 | $5K | Hold |
389
| – | – | 0.01% | 468 |
|
2013
Q4 | $5K | Hold |
389
| – | – | ﹤0.01% | 533 |
|
2013
Q3 | $4K | Hold |
389
| – | – | ﹤0.01% | 496 |
|
2013
Q2 | $4K | Buy |
+389
| New | +$4K | ﹤0.01% | 471 |
|