Cerity Partners’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 |
-5,160
| Closed | -$251K | – | 1401 |
|
|
2023
Q2 | $251K | Hold |
5,160
| – | – | ﹤0.01% | 1447 |
|
|
2023
Q1 | $254K | Buy |
+5,160
| New | +$254K | ﹤0.01% | 1609 |
|
|
2022
Q3 | – | Sell |
-10,547
| Closed | -$481K | – | 1178 |
|
|
2022
Q2 | $481K | Buy |
+10,547
| New | +$481K | 0.01% | 757 |
|