WFG Advisors’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $231K | Sell |
23,201
-1,136
| -5% | -$11.3K | 0.05% | 338 |
|
2017
Q1 | $253K | Sell |
24,337
-4,124
| -14% | -$42.9K | 0.07% | 287 |
|
2016
Q4 | $311K | Buy |
28,461
+192
| +0.7% | +$2.1K | 0.08% | 276 |
|
2016
Q3 | $273K | Buy |
28,269
+213
| +0.8% | +$2.06K | 0.07% | 288 |
|
2016
Q2 | $256K | Sell |
28,056
-2,232
| -7% | -$20.4K | 0.07% | 273 |
|
2016
Q1 | $224K | Sell |
30,288
-2,152
| -7% | -$15.9K | 0.06% | 274 |
|
2015
Q4 | $226K | Sell |
32,440
-6,956
| -18% | -$48.5K | 0.07% | 266 |
|
2015
Q3 | $258K | Sell |
39,396
-38,259
| -49% | -$251K | 0.08% | 240 |
|
2015
Q2 | $577K | Sell |
77,655
-2,236
| -3% | -$16.6K | 0.16% | 140 |
|
2015
Q1 | $648K | Buy |
79,891
+8,058
| +11% | +$65.4K | 0.18% | 131 |
|
2014
Q4 | $642K | Buy |
71,833
+12,248
| +21% | +$109K | 0.13% | 178 |
|
2014
Q3 | $630K | Sell |
59,585
-324
| -0.5% | -$3.43K | 0.12% | 209 |
|
2014
Q2 | $800K | Buy |
59,909
+2,270
| +4% | +$30.3K | 0.15% | 170 |
|
2014
Q1 | $752K | Buy |
57,639
+4,636
| +9% | +$60.5K | 0.15% | 172 |
|
2013
Q4 | $616K | Buy |
53,003
+1,399
| +3% | +$16.3K | 0.09% | 263 |
|
2013
Q3 | $549K | Buy |
51,604
+2,812
| +6% | +$29.9K | 0.09% | 266 |
|
2013
Q2 | $481K | Buy |
+48,792
| New | +$481K | 0.08% | 272 |
|