Valeo Financial Advisors’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-389
| Closed | -$19K | – | 514 |
|
|
2021
Q1 | $19K | Sell |
389
-241
| -38% | -$11.8K | ﹤0.01% | 1100 |
|
|
2020
Q4 | $33K | Buy |
630
+200
| +47% | +$10.5K | ﹤0.01% | 888 |
|
|
2020
Q3 | $14K | Hold |
430
| – | – | ﹤0.01% | 959 |
|
|
2020
Q2 | $12K | Sell |
430
-156
| -27% | -$4.35K | ﹤0.01% | 1150 |
|
|
2020
Q1 | $10K | Hold |
586
| – | – | ﹤0.01% | 1034 |
|
|
2019
Q4 | $10K | Hold |
586
| – | – | ﹤0.01% | 1087 |
|
|
2019
Q3 | $9K | Hold |
586
| – | – | ﹤0.01% | 1027 |
|
|
2019
Q2 | $9K | Hold |
586
| – | – | ﹤0.01% | 1034 |
|
|
2019
Q1 | $9K | Hold |
586
| – | – | ﹤0.01% | 977 |
|
|
2018
Q4 | $8K | Hold |
586
| – | – | ﹤0.01% | 923 |
|
|
2018
Q3 | $9K | Hold |
586
| – | – | ﹤0.01% | 979 |
|
|
2018
Q2 | $8K | Hold |
586
| – | – | ﹤0.01% | 982 |
|
|
2018
Q1 | $8K | Hold |
586
| – | – | ﹤0.01% | 974 |
|
|
2017
Q4 | $5K | Hold |
586
| – | – | ﹤0.01% | 985 |
|
|
2017
Q3 | $5K | Buy |
+586
| New | +$5K | ﹤0.01% | 852 |
|