Schubert & Co’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12
| Closed | -$591 | – | 113 |
|
|
2023
Q1 | $591 | Buy |
12
+2
| +20% | +$99 | ﹤0.01% | 1370 |
|
|
2022
Q4 | $571 | Sell |
10
-5
| -33% | -$286 | ﹤0.01% | 1358 |
|
|
2022
Q3 | $1K | Buy |
15
+8
| +114% | +$533 | ﹤0.01% | 989 |
|
|
2022
Q2 | $0 | Buy |
7
+3
| +75% | – | ﹤0.01% | 1429 |
|
|
2022
Q1 | $0 | Sell |
4
-1
| -20% | – | ﹤0.01% | 1063 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 994 |
|