YHB Investment Advisors’s Montrose Environmental MEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,061
| Closed | -$215K | – | 288 |
|
|
2022
Q1 | $215K | Hold |
4,061
| – | – | 0.02% | 283 |
|
|
2021
Q4 | $286K | Hold |
4,061
| – | – | 0.02% | 271 |
|
|
2021
Q3 | $251K | Hold |
4,061
| – | – | 0.02% | 270 |
|
|
2021
Q2 | $218K | Hold |
4,061
| – | – | 0.02% | 282 |
|
|
2021
Q1 | $230K | Buy |
+4,061
| New | +$230K | 0.02% | 275 |
|