Capital Advisors Ltd’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35
| Closed | -$3K | – | 1481 |
|
|
2023
Q4 | $3K | Sell |
35
-7
| -17% | -$600 | ﹤0.01% | 947 |
|
|
2023
Q3 | $3K | Sell |
42
-19
| -31% | -$1.36K | ﹤0.01% | 940 |
|
|
2023
Q2 | $5K | Hold |
61
| – | – | ﹤0.01% | 840 |
|
|
2023
Q1 | $5K | Buy |
61
+26
| +74% | +$2.13K | ﹤0.01% | 691 |
|
|
2022
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 874 |
|