Nisa Investment 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 | $10.9K | Buy |
499
+159
| +47% | +$3.48K | ﹤0.01% | 2225 |
|
|
2025
Q1 | $4.85K | Sell |
340
-16
| -4% | -$228 | ﹤0.01% | 2262 |
|
|
2024
Q4 | $6.6K | Sell |
356
-19
| -5% | -$352 | ﹤0.01% | 2219 |
|
|
2024
Q3 | $9.86K | Sell |
375
-31
| -8% | -$815 | ﹤0.01% | 2100 |
|
|
2024
Q2 | $18.1K | Buy |
406
+23
| +6% | +$1.03K | ﹤0.01% | 1982 |
|
|
2024
Q1 | $15K | Buy |
383
+26
| +7% | +$1.02K | ﹤0.01% | 1959 |
|
|
2023
Q4 | $11.5K | Sell |
357
-508
| -59% | -$16.3K | ﹤0.01% | 2012 |
|
|
2023
Q3 | $25.3K | Sell |
865
-10
| -1% | -$293 | ﹤0.01% | 1939 |
|
|
2023
Q2 | $36.9K | Buy |
875
+811
| +1,267% | +$34.2K | ﹤0.01% | 1857 |
|
|
2023
Q1 | $2K | Sell |
64
-10
| -14% | -$313 | ﹤0.01% | 2326 |
|
|
2022
Q4 | $3K | Hold |
74
| – | – | ﹤0.01% | 2343 |
|
|
2022
Q3 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 2340 |
|