WealthPLAN Partners’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-849
| Closed | -$65.9K | – | 1343 |
|
|
2023
Q1 | $65.9K | Buy |
+849
| New | +$65.9K | 0.01% | 506 |
|
|
2016
Q3 | $297 | Sell |
5
-5
| -50% | -$297 | ﹤0.01% | 932 |
|
|
2016
Q2 | $308 | Buy |
+10
| New | +$308 | ﹤0.01% | 2389 |
|
|
2015
Q4 | $101K | Buy |
+6,513
| New | +$101K | 0.02% | 414 |
|