Global Retirement Partners’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 | $53.4K | Buy |
+2,442
| New | +$53.4K | ﹤0.01% | 1732 |
|
|
2024
Q4 | $45.3K | Sell |
2,442
-611
| -20% | -$11.3K | ﹤0.01% | 1663 |
|
|
2024
Q3 | $80.3K | Hold |
3,053
| – | – | ﹤0.01% | 1337 |
|
|
2024
Q2 | $136K | Hold |
3,053
| – | – | ﹤0.01% | 1050 |
|
|
2024
Q1 | $120K | Hold |
3,053
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q4 | $84.8K | Buy |
3,053
+1,971
| +182% | +$54.8K | ﹤0.01% | 1128 |
|
|
2023
Q3 | $30K | Buy |
1,082
+169
| +19% | +$4.68K | ﹤0.01% | 1496 |
|
|
2023
Q2 | $38.4K | Hold |
913
| – | – | ﹤0.01% | 1396 |
|
|
2023
Q1 | $27.1K | Buy |
+913
| New | +$27.1K | ﹤0.01% | 1509 |
|