Creative Planning’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Buy |
+10,045
| New | +$153K | ﹤0.01% | 3308 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$1K | – | 3633 |
|
|
2014
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 3373 |
|
|
2013
Q4 | $1K | Sell |
100
-740
| -88% | -$7.4K | ﹤0.01% | 3189 |
|
|
2013
Q3 | $8K | Buy |
840
+540
| +180% | +$5.14K | ﹤0.01% | 2541 |
|
|
2013
Q2 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 2689 |
|