Denali Advisors’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,600
| Closed | -$316K | – | 315 |
|
|
2024
Q1 | $316K | Hold |
2,600
| – | – | 0.09% | 184 |
|
|
2023
Q4 | $206K | Sell |
2,600
-800
| -24% | -$63.4K | 0.06% | 223 |
|
|
2023
Q3 | $224K | Hold |
3,400
| – | – | 0.08% | 211 |
|
|
2023
Q2 | $193K | Buy |
+3,400
| New | +$193K | 0.07% | 218 |
|
|
2022
Q4 | – | Sell |
-800
| Closed | -$22K | – | 437 |
|
|
2022
Q3 | $22K | Buy |
+800
| New | +$22K | 0.01% | 279 |
|