Allworth Financial’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7
| Closed | -$162 | – | 4052 |
|
|
2024
Q4 | $162 | Hold |
7
| – | – | ﹤0.01% | 3811 |
|
|
2024
Q3 | $266 | Buy |
+7
| New | +$266 | ﹤0.01% | 3546 |
|
|
2023
Q4 | – | Sell |
-8
| Closed | -$309 | – | 3463 |
|
|
2023
Q3 | $309 | Buy |
+8
| New | +$309 | ﹤0.01% | 3160 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 2632 |
|
|
2022
Q2 | $0 | Sell |
3
-242
| -99% | – | ﹤0.01% | 2363 |
|
|
2022
Q1 | $19K | Buy |
+245
| New | +$19K | ﹤0.01% | 1272 |
|