Edge Wealth Management’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $3K | Sell |
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|
2020
Q3 | $3K | Sell |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $191K | Buy |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $2K | Sell |
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|
2018
Q3 | $197K | Buy |
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|
2018
Q2 | $2K | Sell |
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|
2018
Q1 | $153K | Sell |
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|
2017
Q4 | $696K | Buy |
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|
2017
Q3 | $349K | Sell |
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|
2017
Q2 | $1.04M | Buy |
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|
2017
Q1 | $630K | Buy |
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|
2016
Q4 | $576K | Hold |
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|
2016
Q3 | $534K | Hold |
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|
2016
Q2 | $372K | Hold |
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|
2016
Q1 | $440K | Sell |
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|
2015
Q4 | $1.11M | Sell |
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|
2015
Q3 | $899K | Hold |
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|
2015
Q2 | $851K | Hold |
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|
2015
Q1 | $1.04M | Hold |
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|
2014
Q4 | $929K | Buy |
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|
2014
Q3 | $965K | Buy |
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|
2014
Q2 | $593K | Buy |
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|
2014
Q1 | $435K | Buy |
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|
2013
Q4 | $280K | Buy |
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|
2013
Q3 | $155K | Buy |
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|
2013
Q2 | $111K | Buy |
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