San Francisco Sentry 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-26,299
| Closed | -$288K | – | 199 |
|
|
2016
Q4 | $288K | Buy |
+26,299
| New | +$288K | 0.17% | 136 |
|
|
2015
Q1 | – | Sell |
-50,441
| Closed | -$451K | – | 159 |
|
|
2014
Q4 | $451K | Sell |
50,441
-5,786
| -10% | -$51.7K | 0.26% | 97 |
|
|
2014
Q3 | $595K | Hold |
56,227
| – | – | 0.3% | 83 |
|
|
2014
Q2 | $750K | Buy |
56,227
+3,024
| +6% | +$40.3K | 0.36% | 69 |
|
|
2014
Q1 | $694K | Hold |
53,203
| – | – | 0.22% | 100 |
|
|
2013
Q4 | $618K | Hold |
53,203
| – | – | 0.21% | 112 |
|
|
2013
Q3 | $566K | Hold |
53,203
| – | – | 0.21% | 109 |
|
|
2013
Q2 | $524K | Buy |
+53,203
| New | +$524K | 0.19% | 113 |
|