WF
WoodTrust Financial’s Montrose Environmental MEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-22,650
| Closed | -$595K | – | 184 |
|
|
2024
Q3 | $595K | Hold |
22,650
| – | – | 0.08% | 107 |
|
|
2024
Q2 | $1.01M | Hold |
22,650
| – | – | 0.16% | 85 |
|
|
2024
Q1 | $887 | Buy |
22,650
+3,500
| +18% | +$137 | 0.14% | 92 |
|
|
2023
Q4 | $615K | Sell |
19,150
-1,000
| -5% | -$32.1K | 0.11% | 97 |
|
|
2023
Q3 | $590K | Buy |
20,150
+12,000
| +147% | +$351K | 0.11% | 97 |
|
|
2023
Q2 | $343K | Buy |
+8,150
| New | +$343K | 0.06% | 117 |
|