Dorsey Wright & Associates’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,086
| Closed | -$44K | – | 292 |
|
2022
Q1 | $44K | Sell |
1,086
-147
| -12% | -$5.96K | 0.01% | 229 |
|
2021
Q4 | $62K | Buy |
1,233
+168
| +16% | +$8.45K | 0.01% | 189 |
|
2021
Q3 | $49K | Buy |
1,065
+84
| +9% | +$3.87K | 0.01% | 208 |
|
2021
Q2 | $50K | Hold |
981
| – | – | 0.01% | 193 |
|
2021
Q1 | $49.5K | Buy |
981
+564
| +135% | +$28.4K | 0.58% | 49 |
|
2020
Q4 | $19K | Buy |
417
+104
| +33% | +$4.74K | ﹤0.01% | 185 |
|
2020
Q3 | $10K | Sell |
313
-105
| -25% | -$3.36K | ﹤0.01% | 197 |
|
2020
Q2 | $9K | Hold |
418
| – | – | ﹤0.01% | 279 |
|
2020
Q1 | $7K | Buy |
+418
| New | +$7K | ﹤0.01% | 217 |
|