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Insight Wealth Strategies’s IES Holdings IESC Stock Holding History

Insight Wealth Strategies’s Portfolio IESC Stock Details IESC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$406K Buy
1,404
+66
+5% +$19.1K 0.05% 128
2025
Q1 		$221K Hold
1,338
– – 0.03% 148
2024
Q4 		$269K Hold
1,338
– – 0.04% 138
2024
Q3 		$267K Buy
+1,338
New +$267K 0.04% 147