Level Four Advisory Services’s Montrose Environmental MEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,912
| Closed | -$396K | – | 793 |
|
|
2022
Q4 | $396K | Sell |
8,912
-640
| -7% | -$28.4K | 0.03% | 449 |
|
|
2022
Q3 | $321K | Buy |
9,552
+965
| +11% | +$32.4K | 0.03% | 414 |
|
|
2022
Q2 | $290K | Buy |
8,587
+1,043
| +14% | +$35.2K | 0.03% | 458 |
|
|
2022
Q1 | $399K | Buy |
7,544
+742
| +11% | +$39.2K | 0.03% | 454 |
|
|
2021
Q4 | $480K | Buy |
6,802
+1,356
| +25% | +$95.7K | 0.04% | 401 |
|
|
2021
Q3 | $336K | Buy |
5,446
+686
| +14% | +$42.3K | 0.03% | 372 |
|
|
2021
Q2 | $255K | Buy |
+4,760
| New | +$255K | 0.02% | 576 |
|