JFS Wealth Advisors’s IES Holdings IESC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.26K	Buy	11 +5	+83%	+$1.48K	﹤0.01%	1241
2025 Q1	$991	Sell	6 -7	-54%	-$1.16K	﹤0.01%	1646
2024 Q4	$2.61K	Buy	13 +7	+117%	+$1.41K	﹤0.01%	1372
2024 Q3	$1.2K	Hold	6	–	–	﹤0.01%	1655
2024 Q2	$836	Buy	+6	New	+$836	﹤0.01%	1708