Summit Securities Group’s Montrose Environmental MEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$15K	–	615
2023 Q3	$15K	Sell	500 -500	-50%	-$15K	﹤0.01%	236
2023 Q2	$42K	Buy	+1,000	New	+$42K	0.01%	330