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 |
|