Phoenix Financial’s Montrose Environmental MEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,552
Closed -$247K 425
2021
Q4
$247K Sell
3,552
-250
-7% -$17.4K ﹤0.01% 340
2021
Q3
$233K Buy
+3,802
New +$233K ﹤0.01% 372