JFS Wealth Advisors’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68K | Sell |
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|
2025
Q1 | $2.14K | Hold |
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|
2024
Q4 | $2.16K | Buy |
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|
2024
Q3 | $1.74K | Buy |
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|
2024
Q2 | $1.34K | Hold |
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|
2024
Q1 | $1.42K | Sell |
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|
2023
Q4 | $1.59K | Buy |
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|
2023
Q3 | $891 | Sell |
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|
2023
Q2 | $1.58K | Sell |
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|
2023
Q1 | $1.71K | Buy |
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|
2022
Q4 | $1.13K | Sell |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $2K | Buy |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $1K | Buy |
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