Colonial River 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 Q1	–	Sell	-4,043	Closed	-$812K	–	234
2024 Q4	$812K	Buy	4,043 +249	+7%	+$50K	0.39%	64
2024 Q3	$757K	Buy	+3,794	New	+$757K	0.38%	64