Corient Private Wealth’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 | $1.26M | Buy |
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|
2025
Q2 | $919K | Buy |
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|
2025
Q1 | $498K | Sell |
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|
2024
Q4 | $645K | Sell |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $645K | Buy |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $406K | Hold |
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|
2023
Q3 | $338K | Hold |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $683K | Buy |
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|
2022
Q4 | $509K | Buy |
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