Smith Salley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-21,831
| Closed | -$223K | – | 182 |
|
|
2017
Q4 | $223K | Sell |
21,831
-297,792
| -93% | -$3.04M | 0.04% | 173 |
|
|
2017
Q3 | $3.15M | Buy |
319,623
+3,769
| +1% | +$37.2K | 0.6% | 61 |
|
|
2017
Q2 | $3.15M | Buy |
315,854
+1,825
| +0.6% | +$18.2K | 0.63% | 62 |
|
|
2017
Q1 | $3.27M | Buy |
314,029
+507
| +0.2% | +$5.28K | 0.67% | 55 |
|
|
2016
Q4 | $3.43M | Buy |
313,522
+13,179
| +4% | +$144K | 0.71% | 57 |
|
|
2016
Q3 | $2.91M | Buy |
300,343
+36,576
| +14% | +$354K | 0.64% | 60 |
|
|
2016
Q2 | $2.41M | Buy |
263,767
+43,948
| +20% | +$401K | 0.56% | 62 |
|
|
2016
Q1 | $1.63M | Buy |
219,819
+10,236
| +5% | +$75.7K | 0.41% | 73 |
|
|
2015
Q4 | $1.46M | Sell |
209,583
-12,153
| -5% | -$84.7K | 0.36% | 81 |
|
|
2015
Q3 | $1.45M | Buy |
221,736
+5,060
| +2% | +$33.1K | 0.39% | 78 |
|
|
2015
Q2 | $1.61M | Buy |
216,676
+123,360
| +132% | +$916K | 0.41% | 75 |
|
|
2015
Q1 | $757K | Buy |
93,316
+27,390
| +42% | +$222K | 0.19% | 108 |
|
|
2014
Q4 | $589K | Buy |
65,926
+8,121
| +14% | +$72.6K | 0.15% | 118 |
|
|
2014
Q3 | $611K | Buy |
57,805
+23,514
| +69% | +$249K | 0.16% | 126 |
|
|
2014
Q2 | $458K | Buy |
34,291
+3,321
| +11% | +$44.4K | 0.12% | 132 |
|
|
2014
Q1 | $404K | Buy |
30,970
+6,623
| +27% | +$86.4K | 0.25% | 77 |
|
|
2013
Q4 | $283K | Buy |
+24,347
| New | +$283K | 0.18% | 85 |
|