TWMP
Taylor Wealth Management Partners’s Ameresco AMRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.24M | Sell |
27,211
-1,908
| -7% | -$86.9K | 0.7% | 39 |
|
|
2022
Q1 | $2.32M | Sell |
29,119
-1,105
| -4% | -$87.8K | 0.94% | 36 |
|
|
2021
Q4 | $2.46M | Sell |
30,224
-385
| -1% | -$31.3K | 0.87% | 37 |
|
|
2021
Q3 | $1.79M | Buy |
30,609
+1,035
| +3% | +$60.5K | 0.64% | 44 |
|
|
2021
Q2 | $1.86M | Sell |
29,574
-405
| -1% | -$25.4K | 0.65% | 45 |
|
|
2021
Q1 | $1.46M | Buy |
29,979
+705
| +2% | +$34.3K | 0.53% | 47 |
|
|
2020
Q4 | $1.53M | Buy |
+29,274
| New | +$1.53M | 0.59% | 43 |
|