WESPAC Advisors SoCal’s MDU Resources MDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-499,021	Closed	-$5.64M	–	90
2019 Q4	$5.64M	Buy	499,021 +2,683	+0.5%	+$29.3K	2.68%	19
2019 Q3	$5.32M	Sell	496,338 -4,274	-0.9%	-$43.6K	2.63%	19
2019 Q2	$4.91M	Buy	500,612 +30,073	+6%	+$293K	2.62%	18
2019 Q1	$4.62M	Buy	470,539 +153,769	+49%	+$1.49M	2.56%	17
2018 Q4	$2.87M	Buy	316,770 +5,523	+2%	+$53.9K	1.81%	23
2018 Q3	$3.04M	Sell	311,247 -4,799	-2%	-$51.3K	1.53%	28
2018 Q2	$3.45M	Sell	316,046 -4,142	-1%	-$44.2K	1.98%	25
2018 Q1	$3.43M	Sell	320,188 -17,160	-5%	-$174K	1.99%	25
2017 Q4	$3.45M	Sell	337,348 -22,355	-6%	-$229K	1.97%	26
2017 Q3	$3.55M	Sell	359,703 -6,771	-2%	-$67.6K	2.11%	26
2017 Q2	$3.65M	Buy	366,474 +1,577	+0.4%	+$16.1K	2.33%	23
2017 Q1	$3.8M	Buy	+364,897	New	+$3.81M	2.36%	21