Bowling Portfolio Management’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,343
| Closed | -$297K | – | 298 |
|
|
2020
Q3 | $297K | Sell |
9,343
-23,491
| -72% | -$747K | 0.07% | 271 |
|
|
2020
Q2 | $761K | Sell |
32,834
-6,072
| -16% | -$141K | 0.16% | 170 |
|
|
2020
Q1 | $687K | Buy |
+38,906
| New | +$687K | 0.17% | 177 |
|
|
2017
Q1 | – | Sell |
-31,742
| Closed | -$608K | – | 343 |
|
|
2016
Q4 | $608K | Buy |
+31,742
| New | +$608K | 0.09% | 203 |
|