Avantax Advisory Services’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	$236K	Buy	+798	New	+$236K	﹤0.01%	2090
2025 Q1	–	Sell	-1,034	Closed	-$208K	–	2283
2024 Q4	$208K	Sell	1,034 -68	-6%	-$13.7K	﹤0.01%	2035
2024 Q3	$220K	Buy	+1,102	New	+$220K	﹤0.01%	1956