Corient Private Wealth’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
3,102
+87
| +3% | +$29.7K | ﹤0.01% | 1400 |
|
|
2025
Q1 | $498K | Sell |
3,015
-196
| -6% | -$32.4K | ﹤0.01% | 1598 |
|
|
2024
Q4 | $645K | Sell |
3,211
-5,155
| -62% | -$1.04M | ﹤0.01% | 1495 |
|
|
2024
Q3 | $1.67M | Buy |
8,366
+3,734
| +81% | +$745K | ﹤0.01% | 1153 |
|
|
2024
Q2 | $645K | Buy |
4,632
+1
| +0% | +$139 | ﹤0.01% | 1508 |
|
|
2024
Q1 | $563K | Sell |
4,631
-500
| -10% | -$60.8K | ﹤0.01% | 1572 |
|
|
2023
Q4 | $406K | Hold |
5,131
| – | – | ﹤0.01% | 1716 |
|
|
2023
Q3 | $338K | Hold |
5,131
| – | – | ﹤0.01% | 1694 |
|
|
2023
Q2 | $292K | Sell |
5,131
-10,709
| -68% | -$609K | ﹤0.01% | 1705 |
|
|
2023
Q1 | $683K | Buy |
15,840
+1,529
| +11% | +$65.9K | ﹤0.01% | 1235 |
|
|
2022
Q4 | $509K | Buy |
+14,311
| New | +$509K | ﹤0.01% | 1136 |
|