TWA

TCI Wealth Advisors’s MDU Resources MDU Stock Holding History

TCI Wealth Advisors’s Portfolio MDU Stock Details MDU Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,016	Closed	-$61.4K	–	1384
2023 Q1	$61.4K	Hold	2,016	–	–	0.01%	382
2022 Q4	$61.2K	Sell	2,016 -1	-0%	-$30	0.01%	352
2022 Q3	$55K	Buy	2,017 +17	+0.9%	+$464	0.01%	344
2022 Q2	$54K	Hold	2,000	–	–	0.01%	353
2022 Q1	$53K	Hold	2,000	–	–	0.01%	395
2021 Q4	$62K	Hold	2,000	–	–	0.01%	355
2021 Q3	$59K	Hold	2,000	–	–	0.01%	362
2021 Q2	$63K	Hold	2,000	–	–	0.01%	327
2021 Q1	$63K	Hold	2,000	–	–	0.03%	294
2020 Q4	$53K	Sell	2,000 -149	-7%	-$3.95K	0.02%	303
2020 Q3	$48K	Sell	2,149 -112	-5%	-$2.5K	0.02%	297
2020 Q2	$50K	Hold	2,261	–	–	0.02%	297
2020 Q1	$49K	Hold	2,261	–	–	0.02%	303
2019 Q4	$67K	Hold	2,261	–	–	0.03%	320
2019 Q3	$64K	Buy	2,261 +112	+5%	+$3.17K	0.03%	281
2019 Q2	$55K	Hold	2,149	–	–	0.02%	290
2019 Q1	$56K	Hold	2,149	–	–	0.02%	311
2018 Q4	$51K	Hold	2,149	–	–	0.02%	304
2018 Q3	$55K	Hold	2,149	–	–	0.02%	314
2018 Q2	$62K	Hold	2,149	–	–	0.03%	289
2018 Q1	$61K	Hold	2,149	–	–	0.03%	292
2017 Q4	$58K	Hold	2,149	–	–	0.03%	317
2017 Q3	$56K	Hold	2,149	–	–	0.03%	296
2017 Q2	$56K	Hold	2,149	–	–	0.03%	291
2017 Q1	$59K	Hold	2,149	–	–	0.03%	282
2016 Q4	$62K	Hold	2,149	–	–	0.03%	297
2016 Q3	$55K	Hold	2,149	–	–	0.03%	293
2016 Q2	$52K	Hold	2,149	–	–	0.03%	298
2016 Q1	$42K	Buy	2,149 +149	+7%	+$2.91K	0.02%	322
2015 Q4	$37K	Hold	2,000	–	–	0.02%	339
2015 Q3	$34K	Hold	2,000	–	–	0.02%	324
2015 Q2	$39K	Hold	2,000	–	–	0.02%	303
2015 Q1	$43K	Hold	2,000	–	–	0.03%	252
2014 Q4	$47K	Hold	2,000	–	–	0.03%	254
2014 Q3	$56K	Hold	2,000	–	–	0.04%	229
2014 Q2	$70K	Hold	2,000	–	–	0.04%	216
2014 Q1	$69K	Hold	2,000	–	–	0.05%	199
2013 Q4	$61K	Hold	2,000	–	–	0.04%	222
2013 Q3	$56K	Hold	2,000	–	–	0.04%	202
2013 Q2	$52K	Buy	+2,000	New	+$52K	0.04%	211