PFG Investments’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,449
| Closed | -$207K | – | 1028 |
|
2024
Q3 | $207K | Buy |
+5,449
| New | +$207K | 0.01% | 884 |
|
2024
Q1 | – | Sell |
-9,081
| Closed | -$288K | – | 1042 |
|
2023
Q4 | $288K | Sell |
9,081
-1,570
| -15% | -$49.7K | 0.05% | 359 |
|
2023
Q3 | $411K | Buy |
10,651
+25
| +0.2% | +$964 | 0.08% | 275 |
|
2023
Q2 | $517K | Buy |
10,626
+375
| +4% | +$18.2K | 0.09% | 234 |
|
2023
Q1 | $505K | Buy |
+10,251
| New | +$505K | 0.1% | 225 |
|