KOCAA
Knights of Columbus Asset Advisors’s IES Holdings IESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
7,830
-3,476
| -31% | -$1.03M | 0.14% | 157 |
|
|
2025
Q1 | $1.87M | Buy |
11,306
+1,127
| +11% | +$186K | 0.13% | 173 |
|
|
2024
Q4 | $2.05M | Sell |
10,179
-4,108
| -29% | -$826K | 0.14% | 188 |
|
|
2024
Q3 | $2.85M | Sell |
14,287
-1,711
| -11% | -$342K | 0.19% | 153 |
|
|
2024
Q2 | $2.23M | Buy |
+15,998
| New | +$2.23M | 0.15% | 200 |
|