DiNuzzo Private Wealth’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	$1.78K	Buy	6 +3	+100%	+$889	﹤0.01%	651
2025 Q1	$496	Sell	3 -3	-50%	-$496	﹤0.01%	1048
2024 Q4	$1.21K	Buy	6 +4	+200%	+$804	﹤0.01%	776
2024 Q3	$400	Sell	2 -1	-33%	-$200	﹤0.01%	1174
2024 Q2	$418	Buy	+3	New	+$418	﹤0.01%	1099