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Ellsworth Advisors’s IES Holdings IESC Stock Holding History

Ellsworth Advisors’s Portfolio IESC Stock Details IESC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,789
Closed -$1.16M – 185
2024
Q3 		$1.16M Sell
5,789
-17
-0.3% -$3.39K 0.3% 85
2024
Q2 		$809K Buy
5,806
+151
+3% +$21K 0.23% 92
2024
Q1 		$698K Buy
+5,655
New +$698K 0.2% 94