Dynamic Advisor Solutions’s Ameresco AMRC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
21,845
+1,145
+6% +$17.4K 0.01% 713
2025
Q1
$250K Buy
+20,700
New +$250K 0.01% 761
2024
Q4
Sell
-7,206
Closed -$273K 650
2024
Q3
$273K Sell
7,206
-1,550
-18% -$58.8K 0.01% 788
2024
Q2
$252K Sell
8,756
-128
-1% -$3.69K 0.01% 820
2024
Q1
$214K Buy
8,884
+212
+2% +$5.12K 0.01% 844
2023
Q4
$249K Buy
8,672
+1,712
+25% +$49.1K 0.01% 771
2023
Q3
$268K Buy
+6,960
New +$268K 0.01% 690