INVST’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 |
-9,000
| Closed | -$211K | – | 280 |
|
|
2024
Q4 | $211K | Sell |
9,000
-5
| -0.1% | -$117 | 0.03% | 236 |
|
|
2024
Q3 | $342K | Buy |
9,005
+5
| +0.1% | +$190 | 0.04% | 192 |
|
|
2024
Q2 | $234K | Hold |
9,000
| – | – | 0.03% | 236 |
|
|
2024
Q1 | $225K | Buy |
+9,000
| New | +$225K | 0.03% | 216 |
|
|
2023
Q4 | – | Sell |
-9,000
| Closed | -$347K | – | 217 |
|
|
2023
Q3 | $347K | Hold |
9,000
| – | – | 0.05% | 159 |
|
|
2023
Q2 | $438K | Hold |
9,000
| – | – | 0.06% | 139 |
|
|
2023
Q1 | $372K | Hold |
9,000
| – | – | 0.06% | 132 |
|
|
2022
Q4 | $580K | Hold |
9,000
| – | – | 0.09% | 115 |
|
|
2022
Q3 | $561K | Hold |
9,000
| – | – | 0.1% | 111 |
|
|
2022
Q2 | $636K | Hold |
9,000
| – | – | 0.1% | 113 |
|
|
2022
Q1 | $467K | Buy |
+9,000
| New | +$467K | 0.08% | 119 |
|