SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $546K | Sell |
7,794
-736
| -9% | -$51.6K | 0.05% | 157 |
|
|
2020
Q3 | $535K | Sell |
8,530
-536
| -6% | -$33.6K | 0.05% | 144 |
|
|
2020
Q2 | $585K | Buy |
9,066
+59
| +0.7% | +$3.81K | 0.06% | 139 |
|
|
2020
Q1 | $590K | Sell |
9,007
-403
| -4% | -$26.4K | 0.07% | 135 |
|
|
2019
Q4 | $742K | Sell |
9,410
-3,426
| -27% | -$270K | 0.07% | 131 |
|
|
2019
Q3 | $1.03M | Buy |
12,836
+314
| +3% | +$25.1K | 0.1% | 120 |
|
|
2019
Q2 | $915K | Buy |
12,522
+16
| +0.1% | +$1.17K | 0.09% | 126 |
|
|
2019
Q1 | $850K | Buy |
12,506
+867
| +7% | +$58.9K | 0.08% | 131 |
|
|
2018
Q4 | $698K | Buy |
11,639
+132
| +1% | +$7.92K | 0.08% | 131 |
|
|
2018
Q3 | $735K | Buy |
11,507
+16
| +0.1% | +$1.02K | 0.07% | 133 |
|
|
2018
Q2 | $725K | Sell |
11,491
-291
| -2% | -$18.4K | 0.08% | 134 |
|
|
2018
Q1 | $761K | Buy |
11,782
+227
| +2% | +$14.7K | 0.09% | 126 |
|
|
2017
Q4 | $729K | Sell |
11,555
-227
| -2% | -$14.3K | 0.09% | 129 |
|
|
2017
Q3 | $761K | Sell |
11,782
-1,497
| -11% | -$96.7K | 0.09% | 126 |
|
|
2017
Q2 | $855K | Buy |
13,279
+1,768
| +15% | +$114K | 0.11% | 118 |
|
|
2017
Q1 | $748K | Buy |
11,511
+1,979
| +21% | +$129K | 0.1% | 122 |
|
|
2016
Q4 | $622K | Buy |
9,532
+350
| +4% | +$22.8K | 0.09% | 130 |
|
|
2016
Q3 | $519K | Sell |
9,182
-681
| -7% | -$38.5K | 0.08% | 133 |
|
|
2016
Q2 | $557K | Buy |
9,863
+18
| +0.2% | +$1.02K | 0.09% | 133 |
|
|
2016
Q1 | $514K | Sell |
9,845
-450
| -4% | -$23.5K | 0.09% | 138 |
|
|
2015
Q4 | $478K | Hold |
10,295
| – | – | 0.08% | 153 |
|
|
2015
Q3 | $424K | Buy |
10,295
+4,105
| +66% | +$169K | 0.08% | 155 |
|
|
2015
Q2 | $240K | Sell |
6,190
-151
| -2% | -$5.86K | 0.04% | 194 |
|
|
2015
Q1 | $281K | Buy |
+6,341
| New | +$281K | 0.05% | 183 |
|