Bridgewater 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 | $1.14M | Hold |
3,343
| – | – | 0.09% | 118 |
|
|
2025
Q1 | $665K | Buy |
+3,343
| New | +$665K | 0.06% | 181 |
|
|
2022
Q2 | – | Sell |
-5,928
| Closed | -$238K | – | 235 |
|
|
2022
Q1 | $238K | Hold |
5,928
| – | – | 0.06% | 213 |
|
|
2021
Q4 | $300K | Hold |
5,928
| – | – | 0.07% | 197 |
|
|
2021
Q3 | $271K | Hold |
5,928
| – | – | 0.07% | 199 |
|
|
2021
Q2 | $304K | Hold |
5,928
| – | – | 0.1% | 183 |
|
|
2021
Q1 | $287K | Buy |
+5,928
| New | +$287K | 0.15% | 128 |
|