Venturi 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,196
| Closed | -$21.6K | – | 1324 |
|
2024
Q4 | $21.6K | Sell |
1,196
-963
| -45% | -$17.4K | ﹤0.01% | 1238 |
|
2024
Q3 | $32.8K | Buy |
2,159
+1,325
| +159% | +$20.1K | ﹤0.01% | 883 |
|
2024
Q2 | $11.6K | Buy |
834
+217
| +35% | +$3.02K | ﹤0.01% | 1073 |
|
2024
Q1 | $8.62K | Buy |
617
+36
| +6% | +$503 | ﹤0.01% | 960 |
|
2023
Q4 | $6.38K | Hold |
581
| – | – | ﹤0.01% | 980 |
|
2023
Q3 | $6.31K | Buy |
+581
| New | +$6.31K | ﹤0.01% | 909 |
|