Bell Investment Advisors’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	$4.74K	Sell	16 -13	-45%	-$3.85K	﹤0.01%	1003
2025 Q1	$4.79K	Buy	29 +3	+12%	+$495	﹤0.01%	934
2024 Q4	$5.23K	Buy	26 +4	+18%	+$804	﹤0.01%	914
2024 Q3	$4.39K	Buy	22 +9	+69%	+$1.8K	﹤0.01%	1005
2024 Q2	$1.81K	Buy	+13	New	+$1.81K	﹤0.01%	1392