JSAM
J. Safra Asset Management’s IES Holdings IESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3K | Sell |
114
-33
| -22% | -$9.63K | ﹤0.01% | 190 |
|
|
2025
Q1 | $24.3K | Buy |
147
+9
| +7% | +$1.49K | ﹤0.01% | 187 |
|
|
2024
Q4 | $28.1K | Buy |
138
+50
| +57% | +$10.2K | ﹤0.01% | 221 |
|
|
2024
Q3 | $17.6K | Buy |
88
+81
| +1,157% | +$16.2K | ﹤0.01% | 209 |
|
|
2024
Q2 | $975 | Buy |
+7
| New | +$975 | ﹤0.01% | 248 |
|