Cetera Trust Company’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
9,215
+2,415
| +36% | +$36.7K | 0.08% | 186 |
|
|
2025
Q1 | $82.1K | Hold |
6,800
| – | – | 0.05% | 206 |
|
|
2024
Q4 | $160K | Buy |
6,800
+440
| +7% | +$10.3K | 0.1% | 178 |
|
|
2024
Q3 | $241K | Hold |
6,360
| – | – | 0.15% | 144 |
|
|
2024
Q2 | $183K | Buy |
6,360
+875
| +16% | +$25.2K | 0.12% | 170 |
|
|
2024
Q1 | $132K | Buy |
5,485
+2,125
| +63% | +$51.3K | 0.08% | 190 |
|
|
2023
Q4 | $106K | Buy |
+3,360
| New | +$106K | 0.07% | 194 |
|