Geneos Wealth Management’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-270
| Closed | -$6.34K | – | 3074 |
|
|
2024
Q4 | $6.34K | Hold |
270
| – | – | ﹤0.01% | 2240 |
|
|
2024
Q3 | $10.2K | Hold |
270
| – | – | ﹤0.01% | 1834 |
|
|
2024
Q2 | $7.78K | Hold |
270
| – | – | ﹤0.01% | 1609 |
|
|
2024
Q1 | $6.52K | Hold |
270
| – | – | ﹤0.01% | 1657 |
|
|
2023
Q4 | $8.55K | Hold |
270
| – | – | ﹤0.01% | 1585 |
|
|
2023
Q3 | $10.4K | Hold |
270
| – | – | ﹤0.01% | 1557 |
|
|
2023
Q2 | $13.1K | Hold |
270
| – | – | ﹤0.01% | 1495 |
|
|
2023
Q1 | $13.3K | Hold |
270
| – | – | ﹤0.01% | 1471 |
|
|
2022
Q4 | $15.4K | Hold |
270
| – | – | ﹤0.01% | 1412 |
|
|
2022
Q3 | $17K | Hold |
270
| – | – | ﹤0.01% | 1369 |
|
|
2022
Q2 | $12K | Sell |
270
-2
| -0.7% | -$89 | ﹤0.01% | 1870 |
|
|
2022
Q1 | $21K | Buy |
272
+2
| +0.7% | +$154 | ﹤0.01% | 1772 |
|
|
2021
Q4 | $21K | Hold |
270
| – | – | ﹤0.01% | 1851 |
|
|
2021
Q3 | $16K | Hold |
270
| – | – | ﹤0.01% | 2021 |
|
|
2021
Q2 | $17K | Sell |
270
-45
| -14% | -$2.83K | ﹤0.01% | 1978 |
|
|
2021
Q1 | $16K | Buy |
315
+5
| +2% | +$254 | ﹤0.01% | 2167 |
|
|
2020
Q4 | $13K | Buy |
+310
| New | +$13K | ﹤0.01% | 2106 |
|