Assured Investment Management’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,341
| Closed | -$227K | – | 513 |
|
|
2019
Q1 | $227K | Sell |
3,341
-4,751
| -59% | -$323K | ﹤0.01% | 759 |
|
|
2018
Q4 | $485K | Sell |
8,092
-6,138
| -43% | -$368K | 0.01% | 646 |
|
|
2018
Q3 | $909K | Sell |
14,230
-4,828
| -25% | -$308K | 0.02% | 574 |
|
|
2018
Q2 | $1.2M | Sell |
19,058
-1,770
| -8% | -$112K | 0.02% | 481 |
|
|
2018
Q1 | $1.17M | Buy |
+20,828
| New | +$1.17M | 0.03% | 459 |
|