Ellsworth Advisors’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,643
| Closed | -$518K | – | 150 |
|
|
2021
Q1 | $518K | Buy |
10,643
+766
| +8% | +$37.3K | 0.31% | 73 |
|
|
2020
Q4 | $516K | Buy |
9,877
+1,222
| +14% | +$63.8K | 0.37% | 64 |
|
|
2020
Q3 | $289K | Sell |
8,655
-393
| -4% | -$13.1K | 0.29% | 67 |
|
|
2020
Q2 | $251K | Buy |
+9,048
| New | +$251K | 0.27% | 66 |
|