WESPAC Advisors SoCal’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-499,021
| Closed | -$5.64M | – | 90 |
|
|
2019
Q4 | $5.64M | Buy |
499,021
+2,683
| +0.5% | +$30.3K | 2.68% | 19 |
|
|
2019
Q3 | $5.32M | Sell |
496,338
-4,274
| -0.9% | -$45.8K | 2.63% | 19 |
|
|
2019
Q2 | $4.91M | Buy |
500,612
+30,073
| +6% | +$295K | 2.62% | 18 |
|
|
2019
Q1 | $4.62M | Buy |
470,539
+153,769
| +49% | +$1.51M | 2.56% | 17 |
|
|
2018
Q4 | $2.87M | Buy |
316,770
+5,523
| +2% | +$50.1K | 1.81% | 23 |
|
|
2018
Q3 | $3.04M | Sell |
311,247
-4,799
| -2% | -$46.9K | 1.53% | 28 |
|
|
2018
Q2 | $3.45M | Sell |
316,046
-4,142
| -1% | -$45.2K | 1.98% | 25 |
|
|
2018
Q1 | $3.43M | Sell |
320,188
-17,160
| -5% | -$184K | 1.99% | 25 |
|
|
2017
Q4 | $3.45M | Sell |
337,348
-22,355
| -6% | -$228K | 1.97% | 26 |
|
|
2017
Q3 | $3.55M | Sell |
359,703
-6,771
| -2% | -$66.8K | 2.11% | 26 |
|
|
2017
Q2 | $3.65M | Buy |
366,474
+1,577
| +0.4% | +$15.7K | 2.33% | 23 |
|
|
2017
Q1 | $3.8M | Buy |
+364,897
| New | +$3.8M | 2.36% | 21 |
|