Steward Partners Investment Advisory’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 | $1.6K | Hold |
73
| – | – | ﹤0.01% | 3780 |
|
|
2025
Q1 | $1.04K | Hold |
73
| – | – | ﹤0.01% | 3764 |
|
|
2024
Q4 | $1.35K | Buy |
+73
| New | +$1.35K | ﹤0.01% | 3711 |
|
|
2022
Q1 | – | Sell |
-70
| Closed | -$5K | – | 3334 |
|
|
2021
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 2826 |
|
|
2021
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 2872 |
|
|
2021
Q2 | $4K | Sell |
70
-75
| -52% | -$4.29K | ﹤0.01% | 6696 |
|
|
2021
Q1 | $7.28K | Hold |
145
| – | – | ﹤0.01% | 2897 |
|
|
2020
Q4 | $4K | Buy |
+145
| New | +$4K | ﹤0.01% | 2571 |
|