Carson Wealth (CWM LLC)’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 | $389K | Sell |
1,313
-41
| -3% | -$12.1K | ﹤0.01% | 1712 |
|
|
2025
Q1 | $224K | Buy |
1,354
+456
| +51% | +$75.4K | ﹤0.01% | 1841 |
|
|
2024
Q4 | $180K | Buy |
898
+216
| +32% | +$43.3K | ﹤0.01% | 1892 |
|
|
2024
Q3 | $136K | Buy |
682
+100
| +17% | +$19.9K | ﹤0.01% | 1997 |
|
|
2024
Q2 | $81K | Buy |
582
+417
| +253% | +$58K | ﹤0.01% | 2116 |
|
|
2024
Q1 | $20K | Buy |
165
+164
| +16,400% | +$19.9K | ﹤0.01% | 2909 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4308 |
|