Jacobus Wealth Management’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
Q3 | $388K | Hold |
6,000
| – | – | 0.1% | 121 |
|
|
2017
Q2 | $386K | Hold |
6,000
| – | – | 0.1% | 122 |
|
|
2017
Q1 | $390K | Hold |
6,000
| – | – | 0.11% | 117 |
|
|
2016
Q4 | $392K | Hold |
6,000
| – | – | 0.11% | 120 |
|
|
2016
Q3 | $339K | Hold |
6,000
| – | – | 0.1% | 134 |
|
|
2016
Q2 | $339K | Sell |
6,000
-4,950
| -45% | -$280K | 0.1% | 130 |
|
|
2016
Q1 | $572K | Hold |
10,950
| – | – | 0.17% | 105 |
|
|
2015
Q4 | $508K | Hold |
10,950
| – | – | 0.15% | 119 |
|
|
2015
Q3 | $451K | Hold |
10,950
| – | – | 0.13% | 129 |
|
|
2015
Q2 | $424K | Hold |
10,950
| – | – | 0.11% | 145 |
|
|
2015
Q1 | $485K | Hold |
10,950
| – | – | 0.13% | 123 |
|
|
2014
Q4 | $499K | Hold |
10,950
| – | – | 0.13% | 123 |
|
|
2014
Q3 | $408K | Hold |
10,950
| – | – | 0.11% | 144 |
|
|
2014
Q2 | $433K | Hold |
10,950
| – | – | 0.11% | 146 |
|
|
2014
Q1 | $430K | Hold |
10,950
| – | – | 0.1% | 147 |
|
|
2013
Q4 | $421K | Buy |
10,950
+4,950
| +83% | +$190K | 0.12% | 139 |
|
|
2013
Q3 | $218K | Hold |
6,000
| – | – | 0.08% | 163 |
|
|
2013
Q2 | $219K | Buy |
+6,000
| New | +$219K | 0.08% | 159 |
|