Roosevelt Investment Group’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-31,756
| Closed | -$284K | – | 234 |
|
|
2014
Q4 | $284K | Sell |
31,756
-1,899
| -6% | -$17K | 0.02% | 212 |
|
|
2014
Q3 | $356K | Sell |
33,655
-1,036
| -3% | -$11K | 0.02% | 193 |
|
|
2014
Q2 | $463K | Sell |
34,691
-87,796
| -72% | -$1.17M | 0.02% | 182 |
|
|
2014
Q1 | $1.6M | Hold |
122,487
| – | – | 0.07% | 109 |
|
|
2013
Q4 | $1.42M | Hold |
122,487
| – | – | 0.06% | 125 |
|
|
2013
Q3 | $1.3M | Hold |
122,487
| – | – | 0.06% | 126 |
|
|
2013
Q2 | $1.21M | Buy |
+122,487
| New | +$1.21M | 0.05% | 130 |
|