Rockbridge Investment Management’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-375
| Closed | -$4.12K | – | 418 |
|
|
2023
Q4 | $4.12K | Buy |
+375
| New | +$4.12K | ﹤0.01% | 486 |
|
|
2022
Q3 | – | Sell |
-547
| Closed | -$5.61K | – | 394 |
|
|
2022
Q2 | $5.61K | Hold |
547
| – | – | ﹤0.01% | 436 |
|
|
2022
Q1 | $5.58K | Hold |
547
| – | – | ﹤0.01% | 603 |
|
|
2021
Q4 | $6K | Hold |
547
| – | – | ﹤0.01% | 641 |
|
|
2021
Q3 | $6K | Hold |
547
| – | – | ﹤0.01% | 586 |
|
|
2021
Q2 | $7K | Hold |
547
| – | – | ﹤0.01% | 568 |
|
|
2021
Q1 | $7K | Buy |
547
+105
| +24% | +$1.34K | ﹤0.01% | 544 |
|
|
2020
Q4 | $4K | Hold |
442
| – | – | ﹤0.01% | 592 |
|
|
2020
Q3 | $4K | Hold |
442
| – | – | ﹤0.01% | 542 |
|
|
2020
Q2 | $4K | Buy |
+442
| New | +$4K | ﹤0.01% | 517 |
|