Concord Wealth Partners’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	-3	Closed	-$603	–	881
2024 Q4	$603	Hold	3	–	–	﹤0.01%	845
2024 Q3	$599	Buy	+3	New	+$599	﹤0.01%	882