Bison Wealth’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,277
| Closed | -$305K | – | 389 |
|
|
2023
Q2 | $305K | Buy |
6,277
+60
| +1% | +$2.92K | 0.06% | 284 |
|
|
2023
Q1 | $253K | Sell |
6,217
-195
| -3% | -$7.94K | 0.08% | 213 |
|
|
2022
Q4 | $401K | Sell |
6,412
-296
| -4% | -$18.5K | 0.13% | 176 |
|
|
2022
Q3 | $445K | Buy |
+6,708
| New | +$445K | 0.17% | 149 |
|