Aegis Financial’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-138,202
| Closed | -$922K | – | 53 |
|
|
2014
Q2 | $922K | Sell |
138,202
-6,599
| -5% | -$44K | 0.3% | 48 |
|
|
2014
Q1 | $899K | Hold |
144,801
| – | – | 0.28% | 54 |
|
|
2013
Q4 | $780K | Hold |
144,801
| – | – | 0.22% | 57 |
|
|
2013
Q3 | $588K | Hold |
144,801
| – | – | 0.18% | 61 |
|
|
2013
Q2 | $643K | Buy |
+144,801
| New | +$643K | 0.22% | 56 |
|