Carson Wealth (CWM LLC)’s Montrose Environmental MEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99K | Buy |
4,506
+4,102
| +1,015% | +$90.1K | ﹤0.01% | 2730 |
|
|
2025
Q1 | $6K | Buy |
404
+291
| +258% | +$4.32K | ﹤0.01% | 4372 |
|
|
2024
Q4 | $2K | Buy |
113
+45
| +66% | +$796 | ﹤0.01% | 4562 |
|
|
2024
Q3 | $2K | Buy |
68
+4
| +6% | +$118 | ﹤0.01% | 4420 |
|
|
2024
Q2 | $3K | Buy |
64
+9
| +16% | +$422 | ﹤0.01% | 4084 |
|
|
2024
Q1 | $2K | Buy |
55
+4
| +8% | +$145 | ﹤0.01% | 4004 |
|
|
2023
Q4 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 3815 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | – | – | 4372 |
|
|
2023
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 4333 |
|
|
2023
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 4216 |
|