CapWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-3,048
| Closed | -$120K | – | 381 |
|
|
2014
Q2 | $120K | Buy |
3,048
+785
| +35% | +$30.9K | 0.03% | 102 |
|
|
2014
Q1 | $89K | Buy |
2,263
+599
| +36% | +$23.6K | 0.02% | 109 |
|
|
2013
Q4 | $64K | Hold |
1,664
| – | – | 0.02% | 126 |
|
|
2013
Q3 | $60K | Hold |
1,664
| – | – | 0.02% | 132 |
|
|
2013
Q2 | $61K | Buy |
+1,664
| New | +$61K | 0.02% | 135 |
|