Exencial 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
Q3 | $208K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $608K | Sell |
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|
2023
Q4 | $436K | Hold |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $398K | Hold |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $285K | Hold |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $448K | Sell |
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|
2021
Q3 | $457K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $555K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $413K | Buy |
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