Baldwin Wealth Partners’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-78
| Closed | -$5K | – | 782 |
|
|
2022
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 557 |
|
|
2022
Q2 | $4K | Hold |
78
| – | – | ﹤0.01% | 597 |
|
|
2022
Q1 | $6K | Sell |
78
-22
| -22% | -$1.69K | ﹤0.01% | 570 |
|
|
2021
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 522 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 553 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 565 |
|
|
2021
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 552 |
|
|
2020
Q4 | $5K | Sell |
100
-30
| -23% | -$1.5K | ﹤0.01% | 495 |
|
|
2020
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 477 |
|
|
2020
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 474 |
|
|
2020
Q1 | $2K | Hold |
130
| – | – | ﹤0.01% | 510 |
|
|
2019
Q4 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 512 |
|