Kanaly Trust’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $38K | Hold |
2,000
| – | – | 0.01% | 317 |
|
|
2016
Q3 | $36K | Buy |
+2,000
| New | +$36K | 0.01% | 324 |
|
|
2016
Q2 | – | Sell |
-2,000
| Closed | -$29K | – | 923 |
|
|
2016
Q1 | $29K | Hold |
2,000
| – | – | 0.01% | 367 |
|
|
2015
Q4 | $22K | Hold |
2,000
| – | – | ﹤0.01% | 414 |
|
|
2015
Q3 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 490 |
|
|
2015
Q2 | $14K | Hold |
2,000
| – | – | ﹤0.01% | 510 |
|
|
2015
Q1 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 401 |
|
|
2014
Q4 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 407 |
|
|
2014
Q3 | $17K | Hold |
2,000
| – | – | ﹤0.01% | 407 |
|
|
2014
Q2 | $13K | Hold |
2,000
| – | – | ﹤0.01% | 440 |
|
|
2014
Q1 | $12K | Hold |
2,000
| – | – | ﹤0.01% | 467 |
|
|
2013
Q4 | $11K | Buy |
+2,000
| New | +$11K | ﹤0.01% | 439 |
|