Harvest Investment Services’s IES Holdings IESC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,497	Closed	-$1.91M	–	312
2024 Q4	$1.91M	Buy	9,497 +6,164	+185%	+$1.24M	0.47%	61
2024 Q3	$665K	Buy	+3,333	New	+$665K	0.21%	118