Carroll Financial Associates’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 1133 |
|
2021
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 1177 |
|
2021
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 1262 |
|
2021
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 1211 |
|
2020
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 1114 |
|
2020
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 1067 |
|
2020
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 1061 |
|
2020
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 978 |
|
2019
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 1024 |
|
2019
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 970 |
|
2019
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 1018 |
|
2019
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 946 |
|
2018
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 922 |
|
2018
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 922 |
|
2018
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 881 |
|
2018
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 889 |
|
2017
Q4 | $9K | Sell |
150
-498
| -77% | -$29.9K | ﹤0.01% | 853 |
|
2017
Q3 | $42K | Sell |
648
-1,352
| -68% | -$87.6K | ﹤0.01% | 525 |
|
2017
Q2 | $128K | Hold |
2,000
| – | – | 0.02% | 329 |
|
2017
Q1 | $130K | Hold |
2,000
| – | – | 0.02% | 314 |
|
2016
Q4 | $130K | Buy |
2,000
+1,850
| +1,233% | +$120K | 0.02% | 304 |
|
2016
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 865 |
|
2016
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 840 |
|
2016
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 832 |
|
2015
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 829 |
|
2015
Q3 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 810 |
|