SWM
Selective Wealth Management’s Ameresco AMRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-300
| Closed | -$20K | – | 153 |
|
|
2022
Q3 | $20K | Hold |
300
| – | – | 0.01% | 422 |
|
|
2022
Q2 | $14K | Hold |
300
| – | – | 0.01% | 515 |
|
|
2022
Q1 | $24K | Hold |
300
| – | – | 0.01% | 417 |
|
|
2021
Q4 | $24K | Hold |
300
| – | – | 0.01% | 385 |
|
|
2021
Q3 | $18K | Hold |
300
| – | – | 0.01% | 370 |
|
|
2021
Q2 | $19K | Buy |
+300
| New | +$19K | 0.02% | 281 |
|