RPg Family Wealth Advisory’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,115
| Closed | -$88.6K | – | 89 |
|
|
2022
Q1 | $88.6K | Hold |
1,115
| – | – | 0.04% | 132 |
|
|
2021
Q4 | $90.8K | Hold |
1,115
| – | – | 0.04% | 139 |
|
|
2021
Q3 | $65.1K | Buy |
1,115
+401
| +56% | +$23.4K | 0.03% | 156 |
|
|
2021
Q2 | $44.8K | Buy |
+714
| New | +$44.8K | 0.02% | 179 |
|
|
2020
Q4 | $35.6K | Hold |
682
| – | – | 0.02% | 183 |
|
|
2020
Q3 | $22.8K | Hold |
682
| – | – | 0.01% | 208 |
|
|
2020
Q2 | $18.9K | Buy |
+682
| New | +$18.9K | 0.01% | 218 |
|