Dakota Wealth Management’s IES Holdings IESC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-12,163	Closed	-$386K	–	325
2020 Q3	$386K	Hold	12,163	–	–	0.06%	200
2020 Q2	$282K	Buy	+12,163	New	+$282K	0.05%	223