Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $495K | Sell |
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|
2020
Q2 | $546K | Sell |
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|
2020
Q1 | $627K | Sell |
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q3 | $590K | Hold |
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|
2019
Q2 | $540K | Buy |
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|
2019
Q1 | $501K | Buy |
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|
2018
Q4 | $292K | Sell |
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|
2018
Q3 | $345K | Sell |
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|
2018
Q2 | $386K | Sell |
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|
2018
Q1 | $360K | Buy |
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|
2017
Q4 | $386K | Sell |
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|
2017
Q3 | $447K | Buy |
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|
2017
Q2 | $445K | Sell |
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|
2017
Q1 | $665K | Hold |
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|
2016
Q4 | $668K | Buy |
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|
2016
Q3 | $551K | Hold |
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|
2016
Q2 | $551K | Hold |
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|
2016
Q1 | $510K | Sell |
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|
2015
Q4 | $499K | Buy |
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