Convergence Investment 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	-7,010	Closed	-$1.41M	–	276
2024 Q4	$1.41M	Buy	7,010 +1,463	+26%	+$294K	0.31%	115
2024 Q3	$1.11M	Sell	5,547 -321	-5%	-$64.1K	0.3%	111
2024 Q2	$818K	Buy	5,868 +2,559	+77%	+$357K	0.24%	135
2024 Q1	$403K	Buy	+3,309	New	+$403K	0.15%	156