JFS Wealth Advisors’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8
| Closed | -$309 | – | 1996 |
|
|
2023
Q3 | $309 | Sell |
8
-4
| -33% | -$155 | ﹤0.01% | 1813 |
|
|
2023
Q2 | $584 | Buy |
12
+6
| +100% | +$292 | ﹤0.01% | 1734 |
|
|
2023
Q1 | $296 | Sell |
6
-14
| -70% | -$691 | ﹤0.01% | 1784 |
|
|
2022
Q4 | $1.14K | Buy |
20
+8
| +67% | +$457 | ﹤0.01% | 1563 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1469 |
|
|
2022
Q2 | $1K | Sell |
12
-2
| -14% | -$167 | ﹤0.01% | 1454 |
|
|
2022
Q1 | $1K | Buy |
14
+8
| +133% | +$571 | ﹤0.01% | 1561 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1693 |
|