RBA Wealth Management’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-227,872
| Closed | -$2.31M | – | 100 |
|
2022
Q1 | $2.31M | Buy |
227,872
+10,281
| +5% | +$104K | 1.11% | 41 |
|
2021
Q4 | $2.55M | Buy |
+217,591
| New | +$2.55M | 1.21% | 40 |
|
2021
Q2 | – | Sell |
-157,651
| Closed | -$1.89M | – | 188 |
|
2021
Q1 | $1.89M | Buy |
157,651
+613
| +0.4% | +$7.37K | 1.61% | 28 |
|
2020
Q4 | $1.57M | Buy |
157,038
+8,673
| +6% | +$86.9K | 0.95% | 46 |
|
2020
Q3 | $1.27M | Buy |
148,365
+5,315
| +4% | +$45.5K | 0.86% | 50 |
|
2020
Q2 | $1.21M | Buy |
143,050
+12,387
| +9% | +$104K | 0.88% | 44 |
|
2020
Q1 | $1.07M | Buy |
130,663
+14,840
| +13% | +$121K | 0.92% | 41 |
|
2019
Q4 | $1.31M | Buy |
+115,823
| New | +$1.31M | 0.89% | 43 |
|