Axxcess Wealth Management’s IES Holdings IESC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,020	Closed	-$808K	–	897
2024 Q4	$808K	Buy	4,020 +238	+6%	+$47.8K	0.02%	444
2024 Q3	$755K	Buy	+3,782	New	+$755K	0.02%	456