O'Shaughnessy Asset 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-21
| Closed | -$2K | – | 1969 |
|
2021
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 2489 |
|
2021
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 2313 |
|
2021
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 2221 |
|
2020
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1957 |
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1758 |
|
2020
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1621 |
|
2020
Q1 | – | Sell |
-21
| Closed | -$2K | – | 1598 |
|
2019
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1659 |
|
2017
Q1 | – | Sell |
-3,318
| Closed | -$217K | – | 929 |
|
2016
Q4 | $217K | Sell |
3,318
-319
| -9% | -$20.9K | 0.01% | 521 |
|
2016
Q3 | $206K | Sell |
3,637
-531
| -13% | -$30.1K | ﹤0.01% | 489 |
|
2016
Q2 | $236K | Buy |
+4,168
| New | +$236K | 0.01% | 453 |
|