Cynosure Group’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 | $454K | Sell |
1,532
-489
| -24% | -$145K | 0.05% | 203 |
|
|
2025
Q1 | $334K | Buy |
2,021
+672
| +50% | +$111K | 0.05% | 284 |
|
|
2024
Q4 | $271K | Sell |
1,349
-754
| -36% | -$152K | 0.04% | 353 |
|
|
2024
Q3 | $420K | Sell |
2,103
-711
| -25% | -$142K | 0.06% | 190 |
|
|
2024
Q2 | $392K | Sell |
2,814
-223
| -7% | -$31.1K | 0.06% | 209 |
|
|
2024
Q1 | $369K | Buy |
+3,037
| New | +$369K | 0.07% | 153 |
|