Sequoia Financial Advisors’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 |
-6,000
| Closed | -$267K | – | 1313 |
|
|
2024
Q2 | $267K | Sell |
6,000
-1,000
| -14% | -$44.6K | ﹤0.01% | 940 |
|
|
2024
Q1 | $274K | Hold |
7,000
| – | – | ﹤0.01% | 896 |
|
|
2023
Q4 | $225K | Hold |
7,000
| – | – | ﹤0.01% | 1049 |
|
|
2023
Q3 | $205K | Hold |
7,000
| – | – | ﹤0.01% | 856 |
|
|
2023
Q2 | $295K | Buy |
+7,000
| New | +$295K | 0.01% | 708 |
|