Creative Planning’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 | $695K | Buy |
2,346
+588
| +33% | +$174K | ﹤0.01% | 2159 |
|
|
2025
Q1 | $290K | Sell |
1,758
-278
| -14% | -$45.9K | ﹤0.01% | 2779 |
|
|
2024
Q4 | $409K | Buy |
2,036
+386
| +23% | +$77.6K | ﹤0.01% | 2403 |
|
|
2024
Q3 | $329K | Buy |
+1,650
| New | +$329K | ﹤0.01% | 2447 |
|
|
2016
Q4 | – | Sell |
-100
| Closed | -$2K | – | 4503 |
|
|
2016
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 4096 |
|
|
2016
Q2 | – | Sell |
-609
| Closed | -$9K | – | 4262 |
|
|
2016
Q1 | $9K | Buy |
+609
| New | +$9K | ﹤0.01% | 3246 |
|
|
2014
Q1 | – | Sell |
-11
| Closed | – | – | 3574 |
|
|
2013
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 3380 |
|