OneDigital 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 | $420K | Hold |
19,188
| – | – | ﹤0.01% | 982 |
|
|
2025
Q1 | $274K | Hold |
19,188
| – | – | ﹤0.01% | 1157 |
|
|
2024
Q4 | $356K | Hold |
19,188
| – | – | ﹤0.01% | 1045 |
|
|
2024
Q3 | $505K | Sell |
19,188
-88
| -0.5% | -$2.31K | 0.01% | 935 |
|
|
2024
Q2 | $859K | Buy |
19,276
+88
| +0.5% | +$3.92K | 0.01% | 669 |
|
|
2024
Q1 | $752K | Hold |
19,188
| – | – | 0.01% | 596 |
|
|
2023
Q4 | $617K | Hold |
19,188
| – | – | 0.01% | 640 |
|
|
2023
Q3 | $561K | Hold |
19,188
| – | – | 0.01% | 599 |
|
|
2023
Q2 | $808K | Hold |
19,188
| – | – | 0.02% | 473 |
|
|
2023
Q1 | $684K | Hold |
19,188
| – | – | 0.02% | 506 |
|
|
2022
Q4 | $852K | Sell |
19,188
-19,188
| -50% | -$852K | 0.02% | 391 |
|
|
2022
Q3 | $1.29M | Buy |
38,376
+19,188
| +100% | +$646K | 0.05% | 251 |
|
|
2022
Q2 | $648K | Buy |
19,188
+4,840
| +34% | +$163K | 0.03% | 355 |
|
|
2022
Q1 | $759K | Buy |
+14,348
| New | +$759K | 0.03% | 336 |
|