Heritage Wealth Management (Arizona)’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $28.2K | Buy |
400
+200
| +100% | +$14.1K | ﹤0.01% | 594 |
|
|
2022
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 611 |
|
|
2022
Q2 | $15.6K | Hold |
200
| – | – | 0.01% | 584 |
|
|
2022
Q1 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 633 |
|
|
2021
Q3 | $15K | Hold |
200
| – | – | 0.01% | 602 |
|
|
2021
Q2 | $15K | Hold |
200
| – | – | 0.01% | 603 |
|
|
2021
Q1 | $14K | Buy |
+200
| New | +$14K | 0.01% | 540 |
|