Principal Financial Group’s Ameresco AMRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,850
Closed -$220K 2466
2022
Q4
$220K Sell
3,850
-780
-17% -$44.6K ﹤0.01% 2171
2022
Q3
$308K Sell
4,630
-307
-6% -$20.4K ﹤0.01% 2072
2022
Q2
$225K Sell
4,937
-675
-12% -$30.8K ﹤0.01% 2265
2022
Q1
$446K Buy
5,612
+355
+7% +$28.2K ﹤0.01% 2143
2021
Q4
$428K Sell
5,257
-1,230
-19% -$100K ﹤0.01% 2163
2021
Q3
$379K Buy
6,487
+1,547
+31% +$90.4K ﹤0.01% 2248
2021
Q2
$310K Sell
4,940
-320
-6% -$20.1K ﹤0.01% 2345
2021
Q1
$256K Sell
5,260
-1,057
-17% -$51.4K ﹤0.01% 2318
2020
Q4
$330K Buy
+6,317
New +$330K ﹤0.01% 2213