Bragg Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-10,072
| Closed | -$569K | – | 253 |
|
|
2016
Q2 | $569K | Hold |
10,072
| – | – | 0.1% | 191 |
|
|
2016
Q1 | $526K | Sell |
10,072
-10,224
| -50% | -$534K | 0.1% | 192 |
|
|
2015
Q4 | $942K | Hold |
20,296
| – | – | 0.2% | 142 |
|
|
2015
Q3 | $836K | Buy |
20,296
+168
| +0.8% | +$6.92K | 0.2% | 139 |
|
|
2015
Q2 | $780K | Hold |
20,128
| – | – | 0.18% | 150 |
|
|
2015
Q1 | $892K | Buy |
20,128
+532
| +3% | +$23.6K | 0.21% | 140 |
|
|
2014
Q4 | $894K | Sell |
19,596
-172
| -0.9% | -$7.85K | 0.22% | 139 |
|
|
2014
Q3 | $737K | Sell |
19,768
-360
| -2% | -$13.4K | 0.19% | 150 |
|
|
2014
Q2 | $795K | Hold |
20,128
| – | – | 0.19% | 155 |
|
|
2014
Q1 | $790K | Sell |
20,128
-2
| -0% | -$78 | 0.19% | 153 |
|
|
2013
Q4 | $775K | Buy |
20,130
+172
| +0.9% | +$6.62K | 0.19% | 154 |
|
|
2013
Q3 | $726K | Buy |
19,958
+360
| +2% | +$13.1K | 0.19% | 152 |
|
|
2013
Q2 | $715K | Buy |
+19,598
| New | +$715K | 0.2% | 148 |
|