Aviva’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 | $524K | Sell |
1,769
-1,719
| -49% | -$509K | ﹤0.01% | 706 |
|
|
2025
Q1 | $576K | Buy |
3,488
+1,124
| +48% | +$186K | ﹤0.01% | 746 |
|
|
2024
Q4 | $475K | Sell |
2,364
-1,414
| -37% | -$284K | ﹤0.01% | 821 |
|
|
2024
Q3 | $754K | Sell |
3,778
-515
| -12% | -$103K | ﹤0.01% | 637 |
|
|
2024
Q2 | $598K | Sell |
4,293
-1,576
| -27% | -$220K | ﹤0.01% | 789 |
|
|
2024
Q1 | $714K | Buy |
5,869
+510
| +10% | +$62K | ﹤0.01% | 712 |
|
|
2023
Q4 | $425K | Buy |
+5,359
| New | +$425K | ﹤0.01% | 891 |
|