Creative Planning’s Montrose Environmental MEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $679K | Buy |
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|
2024
Q4 | $873K | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $1.99M | Buy |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $2.23M | Buy |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $2.63M | Sell |
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|
2022
Q3 | $2.33M | Sell |
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|
2022
Q2 | $2.34M | Buy |
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|
2022
Q1 | $3.67M | Hold |
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|
2021
Q4 | $4.88M | Hold |
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|
2021
Q3 | $4.28M | Sell |
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|
2021
Q2 | $3.77M | Hold |
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|
2021
Q1 | $3.53M | Buy |
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