Covestor’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 | $24K | Sell |
83
-8
| -9% | -$2.31K | 0.01% | 1188 |
|
|
2025
Q1 | $15K | Sell |
91
-746
| -89% | -$123K | 0.01% | 1287 |
|
|
2024
Q4 | $168K | Sell |
837
-306
| -27% | -$61.4K | 0.11% | 250 |
|
|
2024
Q3 | $228K | Buy |
1,143
+1,132
| +10,291% | +$226K | 0.14% | 135 |
|
|
2024
Q2 | $2K | Sell |
11
-3
| -21% | -$545 | ﹤0.01% | 1857 |
|
|
2024
Q1 | $2K | Buy |
14
+11
| +367% | +$1.57K | ﹤0.01% | 1853 |
|
|
2023
Q4 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 2393 |
|
|
2023
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2383 |
|
|
2023
Q2 | $0 | Sell |
2
-11
| -85% | – | ﹤0.01% | 2374 |
|
|
2023
Q1 | $1K | Sell |
13
-66
| -84% | -$5.08K | ﹤0.01% | 1858 |
|
|
2022
Q4 | $3K | Sell |
79
-14
| -15% | -$532 | ﹤0.01% | 1700 |
|
|
2022
Q3 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 1620 |
|