Cavalier Investments’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	$1.65M	Sell	5,564 -92	-2%	-$27.3K	0.5%	41
2025 Q1	$934K	Sell	5,656 -8	-0.1%	-$1.32K	0.32%	58
2024 Q4	$1.14M	Buy	5,664 +192	+4%	+$38.6K	0.38%	43
2024 Q3	$1.09M	Buy	+5,472	New	+$1.09M	0.34%	59