IFP Advisors’s IES Holdings IESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1K | Sell |
83
-2,606
| -97% | -$882K | ﹤0.01% | 2361 |
|
|
2025
Q1 | $444K | Buy |
2,689
+2,664
| +10,656% | +$440K | 0.01% | 812 |
|
|
2024
Q4 | $5.02K | Sell |
25
-25
| -50% | -$5.02K | ﹤0.01% | 2794 |
|
|
2024
Q3 | $9.98K | Hold |
50
| – | – | ﹤0.01% | 2427 |
|
|
2024
Q2 | $6.97K | Buy |
+50
| New | +$6.97K | ﹤0.01% | 2461 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3924 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3662 |
|
|
2021
Q1 | – | Sell |
-430
| Closed | -$20K | – | 3570 |
|
|
2020
Q4 | $20K | Buy |
+430
| New | +$20K | ﹤0.01% | 1800 |
|