J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,270
| Closed | -$278K | – | 1303 |
|
|
2017
Q1 | $278K | Hold |
4,270
| – | – | ﹤0.01% | 1096 |
|
|
2016
Q4 | $279K | Sell |
4,270
-268
| -6% | -$17.5K | ﹤0.01% | 1030 |
|
|
2016
Q3 | $256K | Sell |
4,538
-212
| -4% | -$12K | ﹤0.01% | 1049 |
|
|
2016
Q2 | $268K | Sell |
4,750
-3,775
| -44% | -$213K | ﹤0.01% | 1030 |
|
|
2016
Q1 | $445K | Hold |
8,525
| – | – | ﹤0.01% | 784 |
|
|
2015
Q4 | $396K | Hold |
8,525
| – | – | ﹤0.01% | 768 |
|
|
2015
Q3 | $351K | Sell |
8,525
-178
| -2% | -$7.33K | ﹤0.01% | 735 |
|
|
2015
Q2 | $337K | Buy |
8,703
+1,120
| +15% | +$43.4K | ﹤0.01% | 806 |
|
|
2015
Q1 | $336K | Sell |
7,583
-1,240
| -14% | -$54.9K | ﹤0.01% | 844 |
|
|
2014
Q4 | $402K | Sell |
8,823
-140
| -2% | -$6.38K | ﹤0.01% | 793 |
|
|
2014
Q3 | $334K | Hold |
8,963
| – | – | ﹤0.01% | 813 |
|
|
2014
Q2 | $354K | Buy |
8,963
+433
| +5% | +$17.1K | 0.01% | 671 |
|
|
2014
Q1 | $335K | Buy |
+8,530
| New | +$335K | 0.01% | 691 |
|