Principal Financial Group’s Montrose Environmental MEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,925
| Closed | -$1.02M | – | 2335 |
|
|
2024
Q2 | $1.02M | Buy |
+22,925
| New | +$1.02M | ﹤0.01% | 1858 |
|
|
2022
Q2 | – | Sell |
-24,717
| Closed | -$1.31M | – | 2596 |
|
|
2022
Q1 | $1.31M | Buy |
24,717
+4,637
| +23% | +$246K | ﹤0.01% | 1931 |
|
|
2021
Q4 | $1.42M | Buy |
20,080
+8,224
| +69% | +$580K | ﹤0.01% | 1924 |
|
|
2021
Q3 | $732K | Buy |
11,856
+4,878
| +70% | +$301K | ﹤0.01% | 2076 |
|
|
2021
Q2 | $374K | Buy |
+6,978
| New | +$374K | ﹤0.01% | 2284 |
|