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BlueSky Wealth Advisors’s IES Holdings IESC Stock Holding History

BlueSky Wealth Advisors’s Portfolio IESC Stock Details IESC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$326K Buy
+1,100
New +$326K 0.05% 58
2025
Q1 		– Sell
-1,100
Closed -$221K – 74
2024
Q4 		$221K Hold
1,100
– – 0.03% 70
2024
Q3 		$220K Buy
+1,100
New +$220K 0.03% 71