FFAM
Forge First Asset Management’s IES Holdings IESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,253
| Closed | -$453K | – | 41 |
|
|
2024
Q4 | $453K | Sell |
2,253
-2,243
| -50% | -$451K | 0.16% | 36 |
|
|
2024
Q3 | $897K | Sell |
4,496
-22,495
| -83% | -$4.49M | 0.49% | 29 |
|
|
2024
Q2 | $3.76M | Buy |
26,991
+7,115
| +36% | +$991K | 1.6% | 22 |
|
|
2024
Q1 | $2.42M | Buy |
+19,876
| New | +$2.42M | 0.76% | 34 |
|