Globeflex Capital’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,520
| Closed | -$303K | – | 461 |
|
|
2024
Q3 | $303K | Sell |
1,520
-2,459
| -62% | -$491K | 0.03% | 295 |
|
|
2024
Q2 | $554K | Sell |
3,979
-1,021
| -20% | -$142K | 0.06% | 234 |
|
|
2024
Q1 | $608K | Buy |
+5,000
| New | +$608K | 0.06% | 240 |
|
|
2021
Q2 | – | Sell |
-5,792
| Closed | -$292K | – | 470 |
|
|
2021
Q1 | $292K | Buy |
+5,792
| New | +$292K | 0.05% | 354 |
|