Asset Management One’s IES Holdings IESC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.84M Sell
9,591
-2,550
-21% -$755K 0.01% 675
2025
Q1
$2M Buy
12,141
+44
+0.4% +$7.27K 0.01% 721
2024
Q4
$2.55M Sell
12,097
-3,513
-23% -$740K 0.01% 724
2024
Q3
$3.12M Buy
+15,610
New +$3.12M 0.01% 700