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 |
|