Montag & Associates’s Barings Participation Investors MPV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Sell |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $223K | Buy |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | $169K | Buy |
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|
2023
Q2 | $162K | Buy |
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|
2023
Q1 | $159K | Buy |
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|
2022
Q4 | $155K | Buy |
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|
2022
Q3 | $139K | Buy |
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|
2022
Q2 | $150K | Buy |
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|
2022
Q1 | $163K | Buy |
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|
2021
Q4 | $180K | Buy |
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|
2021
Q3 | $139K | Buy |
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|
2021
Q2 | $138K | Buy |
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|
2021
Q1 | $114K | Buy |
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|
2020
Q4 | $104K | Buy |
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