F/M Investments’s IES Holdings IESC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.81M Buy
16,235
+51
+0.3% +$15.1K 0.17% 126
2025
Q1
$2.67M Sell
16,184
-4,505
-22% -$744K 0.11% 190
2024
Q4
$4.16M Sell
20,689
-33,847
-62% -$6.8M 0.15% 139
2024
Q3
$10.9M Buy
+54,536
New +$10.9M 0.34% 96