Carson Wealth (CWM LLC)’s Ameresco AMRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Buy |
768
+552
| +256% | +$8.63K | ﹤0.01% | 4184 |
|
|
2025
Q1 | $3K | Sell |
216
-219
| -50% | -$3.04K | ﹤0.01% | 4589 |
|
|
2024
Q4 | $10K | Buy |
435
+17
| +4% | +$391 | ﹤0.01% | 3838 |
|
|
2024
Q3 | $16K | Buy |
418
+32
| +8% | +$1.23K | ﹤0.01% | 3486 |
|
|
2024
Q2 | $11K | Sell |
386
-199
| -34% | -$5.67K | ﹤0.01% | 3461 |
|
|
2024
Q1 | $14K | Buy |
585
+327
| +127% | +$7.83K | ﹤0.01% | 3118 |
|
|
2023
Q4 | $8K | Buy |
258
+211
| +449% | +$6.54K | ﹤0.01% | 3266 |
|
|
2023
Q3 | $2K | Sell |
47
-13
| -22% | -$553 | ﹤0.01% | 3746 |
|
|
2023
Q2 | $3K | Sell |
60
-83
| -58% | -$4.15K | ﹤0.01% | 3588 |
|
|
2023
Q1 | $7K | Buy |
143
+86
| +151% | +$4.21K | ﹤0.01% | 3117 |
|
|
2022
Q4 | $3K | Buy |
57
+11
| +24% | +$579 | ﹤0.01% | 3366 |
|
|
2022
Q3 | $3K | Sell |
46
-79
| -63% | -$5.15K | ﹤0.01% | 3257 |
|
|
2022
Q2 | $6K | Sell |
125
-78
| -38% | -$3.74K | ﹤0.01% | 2843 |
|
|
2022
Q1 | $16K | Buy |
203
+193
| +1,930% | +$15.2K | ﹤0.01% | 2206 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 3222 |
|