EverSource Wealth Advisors’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4K | Buy |
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|
2025
Q1 | $7.43K | Sell |
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|
2024
Q4 | $111K | Buy |
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|
2024
Q3 | $90.2K | Buy |
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|
2024
Q2 | $15.2K | Buy |
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|
2024
Q1 | $2.16K | Hold |
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|
2023
Q4 | $1.27K | Hold |
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|
2023
Q3 | $1.05K | Sell |
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|
2023
Q2 | $1.76K | Hold |
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|
2023
Q1 | $1.34K | Hold |
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|
2022
Q4 | $1.1K | Hold |
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|
2022
Q3 | $1K | Buy |
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