Farther Finance Advisors’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
$163K Buy
549
+548
+54,800% +$162K ﹤0.01% 1491
2025
Q1
$169 Hold
1
﹤0.01% 3979
2024
Q4
$201 Hold
1
﹤0.01% 3659
2024
Q3
$200 Buy
+1
New +$200 ﹤0.01% 3649