United Capital Financial Advisors’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-868,157
| Closed | -$7.1M | – | 1220 |
|
|
2020
Q1 | $7.1M | Sell |
868,157
-47,338
| -5% | -$387K | 0.06% | 283 |
|
|
2019
Q4 | $10.3M | Sell |
915,495
-195,268
| -18% | -$2.21M | 0.07% | 309 |
|
|
2019
Q3 | $11.9M | Sell |
1,110,763
-763
| -0.1% | -$8.18K | 0.08% | 263 |
|
|
2019
Q2 | $10.9M | Sell |
1,111,526
-726
| -0.1% | -$7.12K | 0.07% | 282 |
|
|
2019
Q1 | $10.9M | Sell |
1,112,252
-4,426
| -0.4% | -$43.5K | 0.08% | 279 |
|
|
2018
Q4 | $10.1M | Buy |
1,116,678
+4,258
| +0.4% | +$38.6K | 0.08% | 251 |
|
|
2018
Q3 | $10.9M | Buy |
1,112,420
+1,051,286
| +1,720% | +$10.3M | 0.08% | 285 |
|
|
2018
Q2 | $667K | Buy |
61,134
+967
| +2% | +$10.6K | 0.01% | 866 |
|
|
2018
Q1 | $644K | Sell |
60,167
-49
| -0.1% | -$524 | ﹤0.01% | 890 |
|
|
2017
Q4 | $615K | Sell |
60,216
-83,202
| -58% | -$850K | ﹤0.01% | 907 |
|
|
2017
Q3 | $1.42M | Buy |
+143,418
| New | +$1.42M | 0.01% | 675 |
|