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