Insigneo Advisory 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	-1,500	Closed	-$301K	–	664
2024 Q4	$301K	Hold	1,500	–	–	0.03%	418
2024 Q3	$299K	Buy	+1,500	New	+$299K	0.03%	446