Coombe, Bender & Co’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.69M | Sell |
55,184
-893
| -2% | -$124K | 4.53% | 6 |
|
|
2024
Q1 | $6.82M | Sell |
56,077
-6,570
| -10% | -$799K | 4.15% | 7 |
|
|
2023
Q4 | $4.96M | Buy |
62,647
+1,683
| +3% | +$133K | 3.1% | 10 |
|
|
2023
Q3 | $4.02M | Sell |
60,964
-6,610
| -10% | -$435K | 3.02% | 8 |
|
|
2023
Q2 | $3.84M | Sell |
67,574
-3,100
| -4% | -$176K | 2.8% | 9 |
|
|
2023
Q1 | $3.05M | Buy |
70,674
+2,396
| +4% | +$103K | 2.39% | 12 |
|
|
2022
Q4 | $2.43M | Sell |
68,278
-3,624
| -5% | -$129K | 2.22% | 14 |
|
|
2022
Q3 | $1.99M | Buy |
71,902
+1,886
| +3% | +$52.1K | 1.76% | 19 |
|
|
2022
Q2 | $2.11M | Buy |
+70,016
| New | +$2.11M | 1.79% | 19 |
|