Wealthspire Advisors (Maryland)’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-189
| Closed | -$2K | – | 1391 |
|
|
2019
Q1 | $2K | Sell |
189
-35
| -16% | -$370 | ﹤0.01% | 2172 |
|
|
2018
Q4 | $2K | Sell |
224
-23
| -9% | -$205 | ﹤0.01% | 2097 |
|
|
2018
Q3 | $2K | Hold |
247
| – | – | ﹤0.01% | 2166 |
|
|
2018
Q2 | $3K | Hold |
247
| – | – | ﹤0.01% | 2023 |
|
|
2018
Q1 | $3K | Sell |
247
-8
| -3% | -$97 | ﹤0.01% | 2039 |
|
|
2017
Q4 | $3K | Buy |
255
+87
| +52% | +$1.02K | ﹤0.01% | 2001 |
|
|
2017
Q3 | $2K | Buy |
168
+10
| +6% | +$119 | ﹤0.01% | 1994 |
|
|
2017
Q2 | $2K | Hold |
158
| – | – | ﹤0.01% | 1992 |
|
|
2017
Q1 | $2K | Buy |
158
+103
| +187% | +$1.3K | ﹤0.01% | 1700 |
|
|
2016
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 1657 |
|