Charles Schwab’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.6M | Buy |
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|
2025
Q2 | $22.7M | Buy |
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|
2025
Q1 | $12.5M | Sell |
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|
2024
Q4 | $16.4M | Buy |
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|
2024
Q3 | $15.3M | Buy |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $6.91M | Buy |
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|
2023
Q3 | $5.12M | Buy |
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|
2023
Q2 | $4.41M | Sell |
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|
2023
Q1 | $3.43M | Sell |
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|
2022
Q4 | $2.89M | Buy |
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|
2022
Q3 | $2.19M | Buy |
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|
2022
Q2 | $2.38M | Sell |
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|
2022
Q1 | $3.42M | Sell |
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|
2021
Q4 | $4.44M | Buy |
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|
2021
Q3 | $3.94M | Sell |
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|
2021
Q2 | $7.3M | Buy |
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|
2021
Q1 | $7.01M | Buy |
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|
2020
Q4 | $6.27M | Sell |
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|
2020
Q3 | $4.35M | Buy |
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|
2020
Q2 | $802K | Buy |
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|
2020
Q1 | $393K | Buy |
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|
2019
Q4 | $565K | Buy |
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|
2019
Q3 | $435K | Hold |
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|
2019
Q2 | $399K | Hold |
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|
2019
Q1 | $376K | Sell |
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|
2018
Q4 | $383K | Buy |
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|
2018
Q3 | $381K | Buy |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $273K | Hold |
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|
2017
Q4 | $311K | Hold |
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|
2017
Q3 | $312K | Hold |
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|
2017
Q2 | $327K | Hold |
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|
2017
Q1 | $326K | Hold |
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|
2016
Q4 | $345K | Hold |
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|
2016
Q3 | $321K | Hold |
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|
2016
Q2 | $224K | Buy |
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