Carmichael Hill & Associates’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $200K | Hold |
1,000
| – | – | 0.07% | 172 |
|
|
2024
Q2 | $139K | Sell |
1,000
-400
| -29% | -$55.7K | 0.05% | 195 |
|
|
2024
Q1 | $170K | Hold |
1,400
| – | – | 0.07% | 185 |
|
|
2023
Q4 | $111K | Sell |
1,400
-100
| -7% | -$7.92K | 0.05% | 210 |
|
|
2023
Q3 | $98.8K | Hold |
1,500
| – | – | 0.05% | 209 |
|
|
2023
Q2 | $85.3K | Hold |
1,500
| – | – | 0.04% | 226 |
|
|
2023
Q1 | $64.6K | Hold |
1,500
| – | – | 0.03% | 249 |
|
|
2022
Q4 | $53.4K | Hold |
1,500
| – | – | 0.03% | 270 |
|
|
2022
Q3 | $41K | Hold |
1,500
| – | – | 0.02% | 298 |
|
|
2022
Q2 | $45K | Hold |
1,500
| – | – | 0.02% | 290 |
|
|
2022
Q1 | $60K | Buy |
1,500
+200
| +15% | +$8K | 0.03% | 264 |
|
|
2021
Q4 | $66K | Hold |
1,300
| – | – | 0.03% | 247 |
|
|
2021
Q3 | $59K | Hold |
1,300
| – | – | 0.03% | 251 |
|
|
2021
Q2 | $67K | Hold |
1,300
| – | – | 0.03% | 242 |
|
|
2021
Q1 | $66K | Hold |
1,300
| – | – | 0.04% | 236 |
|
|
2020
Q4 | $60K | Buy |
1,300
+300
| +30% | +$13.8K | 0.04% | 235 |
|
|
2020
Q3 | $32K | Buy |
1,000
+200
| +25% | +$6.4K | 0.02% | 299 |
|
|
2020
Q2 | $19K | Buy |
800
+400
| +100% | +$9.5K | 0.01% | 352 |
|
|
2020
Q1 | $7K | Hold |
400
| – | – | 0.01% | 428 |
|
|
2019
Q4 | $10K | Buy |
+400
| New | +$10K | 0.01% | 423 |
|