Algert Global’s IES Holdings IESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
12,694
+2,870
| +29% | +$850K | 0.08% | 425 |
|
|
2025
Q1 | $1.62M | Sell |
9,824
-19,252
| -66% | -$3.18M | 0.04% | 659 |
|
|
2024
Q4 | $5.84M | Buy |
29,076
+1,758
| +6% | +$353K | 0.14% | 235 |
|
|
2024
Q3 | $5.45M | Sell |
27,318
-6,585
| -19% | -$1.31M | 0.15% | 224 |
|
|
2024
Q2 | $4.72M | Buy |
33,903
+2,013
| +6% | +$280K | 0.16% | 189 |
|
|
2024
Q1 | $3.88M | Buy |
31,890
+27,050
| +559% | +$3.29M | 0.15% | 228 |
|
|
2023
Q4 | $383K | Buy |
+4,840
| New | +$383K | 0.02% | 888 |
|