WFG Advisors’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-40
| Closed | – | – | 1545 |
|
|
2017
Q1 | $0 | Hold |
40
| – | – | ﹤0.01% | 1481 |
|
|
2016
Q4 | $0 | Hold |
40
| – | – | ﹤0.01% | 1546 |
|
|
2016
Q3 | $0 | Hold |
40
| – | – | ﹤0.01% | 1560 |
|
|
2016
Q2 | $0 | Hold |
40
| – | – | ﹤0.01% | 1556 |
|
|
2016
Q1 | $0 | Hold |
40
| – | – | ﹤0.01% | 1526 |
|
|
2015
Q4 | $0 | Hold |
40
| – | – | ﹤0.01% | 1557 |
|
|
2015
Q3 | $0 | Hold |
40
| – | – | ﹤0.01% | 1603 |
|
|
2015
Q2 | $0 | Hold |
40
| – | – | ﹤0.01% | 1652 |
|
|
2015
Q1 | $0 | Hold |
40
| – | – | ﹤0.01% | 1749 |
|
|
2014
Q4 | $0 | Sell |
40
-2,500
| -98% | – | ﹤0.01% | 2058 |
|
|
2014
Q3 | $17K | Hold |
2,540
| – | – | ﹤0.01% | 1321 |
|
|
2014
Q2 | $18K | Hold |
2,540
| – | – | ﹤0.01% | 1302 |
|
|
2014
Q1 | $19K | Sell |
2,540
-1,500
| -37% | -$11.2K | ﹤0.01% | 1260 |
|
|
2013
Q4 | $39K | Buy |
4,040
+40
| +1% | +$386 | 0.01% | 1090 |
|
|
2013
Q3 | $40K | Buy |
+4,000
| New | +$40K | 0.01% | 1009 |
|