Steward Partners Investment Advisory’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729 | Buy |
+48
| New | +$729 | ﹤0.01% | 3921 |
|
|
2024
Q2 | – | Sell |
-15
| Closed | -$362 | – | 3610 |
|
|
2024
Q1 | $362 | Hold |
15
| – | – | ﹤0.01% | 3452 |
|
|
2023
Q4 | $475 | Hold |
15
| – | – | ﹤0.01% | 3363 |
|
|
2023
Q3 | $578 | Hold |
15
| – | – | ﹤0.01% | 3242 |
|
|
2023
Q2 | $729 | Buy |
+15
| New | +$729 | ﹤0.01% | 3166 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$14.6K | – | 7077 |
|
|
2021
Q1 | $14.6K | Buy |
+300
| New | +$14.6K | ﹤0.01% | 2618 |
|