Trajan Wealth’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,794
| Closed | -$199K | – | 153 |
|
|
2025
Q1 | $199K | Buy |
+11,794
| New | +$199K | 0.01% | 150 |
|
|
2024
Q4 | – | Sell |
-15,207
| Closed | -$231K | – | 184 |
|
|
2024
Q3 | $231K | Buy |
15,207
+137
| +0.9% | +$2.08K | 0.01% | 164 |
|
|
2024
Q2 | $210K | Sell |
15,070
-1,168
| -7% | -$16.2K | 0.01% | 151 |
|
|
2024
Q1 | $227K | Buy |
+16,238
| New | +$227K | 0.02% | 165 |
|