Wealthspire Advisors (Maryland)’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
Q3 | $495K | Sell |
7,906
-553
| -7% | -$34.6K | 0.02% | 272 |
|
|
2020
Q2 | $546K | Sell |
8,459
-1,110
| -12% | -$71.6K | 0.04% | 240 |
|
|
2020
Q1 | $627K | Sell |
9,569
-5,607
| -37% | -$367K | 0.05% | 206 |
|
|
2019
Q4 | $1.2M | Buy |
15,176
+7,792
| +106% | +$614K | 0.08% | 147 |
|
|
2019
Q3 | $590K | Hold |
7,384
| – | – | 0.04% | 232 |
|
|
2019
Q2 | $540K | Buy |
7,384
+7
| +0.1% | +$512 | 0.04% | 243 |
|
|
2019
Q1 | $501K | Buy |
7,377
+2,509
| +52% | +$170K | 0.04% | 251 |
|
|
2018
Q4 | $292K | Sell |
4,868
-539
| -10% | -$32.3K | 0.03% | 329 |
|
|
2018
Q3 | $345K | Sell |
5,407
-721
| -12% | -$46K | 0.03% | 324 |
|
|
2018
Q2 | $386K | Sell |
6,128
-291
| -5% | -$18.3K | 0.04% | 295 |
|
|
2018
Q1 | $360K | Buy |
6,419
+309
| +5% | +$17.3K | 0.03% | 317 |
|
|
2017
Q4 | $386K | Sell |
6,110
-809
| -12% | -$51.1K | 0.04% | 315 |
|
|
2017
Q3 | $447K | Buy |
6,919
+8
| +0.1% | +$517 | 0.05% | 260 |
|
|
2017
Q2 | $445K | Sell |
6,911
-3,317
| -32% | -$214K | 0.05% | 250 |
|
|
2017
Q1 | $665K | Hold |
10,228
| – | – | 0.09% | 139 |
|
|
2016
Q4 | $668K | Buy |
10,228
+475
| +5% | +$31K | 0.1% | 134 |
|
|
2016
Q3 | $551K | Hold |
9,753
| – | – | 0.09% | 159 |
|
|
2016
Q2 | $551K | Hold |
9,753
| – | – | 0.09% | 149 |
|
|
2016
Q1 | $510K | Sell |
9,753
-1,002
| -9% | -$52.4K | 0.09% | 152 |
|
|
2015
Q4 | $499K | Buy |
+10,755
| New | +$499K | 0.09% | 151 |
|