IFP 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 | $1.97K | Buy |
+90
| New | +$1.97K | ﹤0.01% | 3907 |
|
|
2025
Q1 | – | Hold |
0
| – | -$56 | – | 4049 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4223 |
|
|
2024
Q3 | – | Sell |
-29
| Closed | -$1.29K | – | 3391 |
|
|
2024
Q2 | $1.29K | Hold |
29
| – | – | ﹤0.01% | 2926 |
|
|
2024
Q1 | $1.14K | Hold |
29
| – | – | ﹤0.01% | 2840 |
|
|
2023
Q4 | $932 | Hold |
29
| – | – | ﹤0.01% | 2820 |
|
|
2023
Q3 | $849 | Hold |
29
| – | – | ﹤0.01% | 3036 |
|
|
2023
Q2 | $1.22K | Hold |
29
| – | – | ﹤0.01% | 3026 |
|
|
2023
Q1 | $638 | Buy |
+29
| New | +$638 | ﹤0.01% | 3154 |
|
|
2022
Q4 | – | Sell |
-50
| Closed | -$1K | – | 4735 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 4606 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 4382 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 4382 |
|
|
2021
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 2533 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 2672 |
|
|
2021
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 2624 |
|
|
2021
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2551 |
|