1834 Investment Advisors’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,068
| Closed | -$83K | – | 352 |
|
2022
Q2 | $83K | Hold |
1,068
| – | – | 0.01% | 238 |
|
2022
Q1 | $85K | Hold |
1,068
| – | – | 0.01% | 226 |
|
2021
Q4 | $88K | Hold |
1,068
| – | – | 0.01% | 236 |
|
2021
Q3 | $78K | Hold |
1,068
| – | – | 0.01% | 246 |
|
2021
Q2 | $80K | Hold |
1,068
| – | – | 0.01% | 247 |
|
2021
Q1 | $76K | Hold |
1,068
| – | – | 0.01% | 249 |
|
2020
Q4 | $75K | Hold |
1,068
| – | – | 0.01% | 245 |
|
2020
Q3 | $67K | Hold |
1,068
| – | – | 0.01% | 249 |
|
2020
Q2 | $69K | Hold |
1,068
| – | – | 0.01% | 227 |
|
2020
Q1 | $70K | Sell |
1,068
-525
| -33% | -$34.4K | 0.01% | 234 |
|
2019
Q4 | $126K | Hold |
1,593
| – | – | 0.02% | 225 |
|
2019
Q3 | $127K | Hold |
1,593
| – | – | 0.02% | 226 |
|
2019
Q2 | $116K | Sell |
1,593
-1,594
| -50% | -$116K | 0.02% | 224 |
|
2019
Q1 | $217K | Hold |
3,187
| – | – | 0.03% | 188 |
|
2018
Q4 | $191K | Hold |
3,187
| – | – | 0.03% | 182 |
|
2018
Q3 | $203K | Hold |
3,187
| – | – | 0.03% | 188 |
|
2018
Q2 | $201K | Hold |
3,187
| – | – | 0.03% | 179 |
|
2018
Q1 | $179K | Hold |
3,187
| – | – | 0.03% | 184 |
|
2017
Q4 | $201K | Buy |
+3,187
| New | +$201K | 0.03% | 170 |
|
2017
Q2 | – | Sell |
-4,587
| Closed | -$298K | – | 183 |
|
2017
Q1 | $298K | Sell |
4,587
-88
| -2% | -$5.72K | 0.06% | 159 |
|
2016
Q4 | $305K | Hold |
4,675
| – | – | 0.06% | 149 |
|
2016
Q3 | $264K | Hold |
4,675
| – | – | 0.06% | 151 |
|
2016
Q2 | $264K | Sell |
4,675
-100
| -2% | -$5.65K | 0.06% | 155 |
|
2016
Q1 | $249K | Hold |
4,775
| – | – | 0.06% | 154 |
|
2015
Q4 | $222K | Buy |
+4,775
| New | +$222K | 0.05% | 168 |
|
2015
Q2 | – | Sell |
-4,800
| Closed | -$213K | – | 156 |
|
2015
Q1 | $213K | Hold |
4,800
| – | – | 0.06% | 154 |
|
2014
Q4 | $219K | Buy |
+4,800
| New | +$219K | 0.06% | 149 |
|