IFP Advisors’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 4189 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$23 | – | 4318 |
|
|
2024
Q4 | $23 | Buy |
+1
| New | +$23 | ﹤0.01% | 4428 |
|
|
2024
Q2 | – | Sell |
-32
| Closed | -$772 | – | 3232 |
|
|
2024
Q1 | $772 | Hold |
32
| – | – | ﹤0.01% | 2908 |
|
|
2023
Q4 | $1.01K | Buy |
+32
| New | +$1.01K | ﹤0.01% | 2808 |
|
|
2022
Q4 | – | Sell |
-29
| Closed | -$15K | – | 4595 |
|
|
2022
Q3 | $15K | Hold |
29
| – | – | ﹤0.01% | 3316 |
|
|
2022
Q2 | $15K | Hold |
29
| – | – | ﹤0.01% | 3072 |
|
|
2022
Q1 | $15K | Buy |
+29
| New | +$15K | ﹤0.01% | 3072 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3351 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3062 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$5K | – | 2999 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 2292 |
|
|
2020
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2312 |
|
|
2017
Q1 | – | Sell |
-305
| Closed | -$2K | – | 3936 |
|
|
2016
Q4 | $2K | Hold |
305
| – | – | ﹤0.01% | 3584 |
|
|
2016
Q3 | $2K | Hold |
305
| – | – | ﹤0.01% | 3526 |
|
|
2016
Q2 | $1K | Buy |
+305
| New | +$1K | ﹤0.01% | 3562 |
|
|
2016
Q1 | – | Sell |
-305
| Closed | -$2K | – | 2389 |
|
|
2015
Q4 | $2K | Buy |
+305
| New | +$2K | ﹤0.01% | 3278 |
|