Cetera Investment Advisers’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 | $2.54M | Sell |
8,583
-111
| -1% | -$32.9K | ﹤0.01% | 1668 |
|
|
2025
Q1 | $1.44M | Buy |
8,694
+20
| +0.2% | +$3.3K | ﹤0.01% | 1986 |
|
|
2024
Q4 | $1.74M | Buy |
8,674
+10
| +0.1% | +$2.01K | ﹤0.01% | 1754 |
|
|
2024
Q3 | $1.73M | Sell |
8,664
-26
| -0.3% | -$5.19K | ﹤0.01% | 1729 |
|
|
2024
Q2 | $1.21M | Buy |
8,690
+190
| +2% | +$26.5K | ﹤0.01% | 1937 |
|
|
2024
Q1 | $1.03M | Buy |
+8,500
| New | +$1.03M | ﹤0.01% | 2044 |
|