Disciplined Investments’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
| Closed | -$243 | – | 187 |
|
|
2023
Q2 | $243 | Hold |
5
| – | – | ﹤0.01% | 1453 |
|
|
2023
Q1 | $246 | Buy |
5
+1
| +25% | +$49 | ﹤0.01% | 1447 |
|
|
2022
Q4 | $229 | Sell |
4
-1
| -20% | -$57 | ﹤0.01% | 1407 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1215 |
|
|
2022
Q2 | $0 | Buy |
5
+1
| +25% | – | ﹤0.01% | 1244 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1321 |
|