Spire 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
Q3 | – | Sell |
-2,149
| Closed | -$22K | – | 2438 |
|
2022
Q2 | $22K | Sell |
2,149
-4,210
| -66% | -$43.1K | ﹤0.01% | 1630 |
|
2022
Q1 | $64K | Hold |
6,359
| – | – | ﹤0.01% | 1347 |
|
2021
Q4 | $75K | Hold |
6,359
| – | – | ﹤0.01% | 1535 |
|
2021
Q3 | $72K | Hold |
6,359
| – | – | ﹤0.01% | 1324 |
|
2021
Q2 | $76K | Sell |
6,359
-208,334
| -97% | -$2.49M | ﹤0.01% | 1307 |
|
2021
Q1 | $2.58M | Buy |
+214,693
| New | +$2.58M | 0.07% | 238 |
|