Farther Finance Advisors’s Montrose Environmental MEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3K | Sell |
653
-737
| -53% | -$16.1K | ﹤0.01% | 2872 |
|
|
2025
Q1 | $18.9K | Buy |
1,390
+1,389
| +138,900% | +$18.9K | ﹤0.01% | 2412 |
|
|
2024
Q4 | $19 | Sell |
1
-10
| -91% | -$190 | ﹤0.01% | 3934 |
|
|
2024
Q3 | $289 | Buy |
11
+1
| +10% | +$26 | ﹤0.01% | 3562 |
|
|
2024
Q2 | $423 | Hold |
10
| – | – | ﹤0.01% | 3317 |
|
|
2024
Q1 | $394 | Hold |
10
| – | – | ﹤0.01% | 3088 |
|
|
2023
Q4 | $321 | Buy |
+10
| New | +$321 | ﹤0.01% | 3115 |
|