Managed Account Advisors’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $95K | Buy |
13,374
+1,173
| +10% | +$8.33K | ﹤0.01% | 2600 |
|
|
2015
Q1 | $107K | Buy |
12,201
+89
| +0.7% | +$781 | ﹤0.01% | 2529 |
|
|
2014
Q4 | $93K | Buy |
12,112
+1,992
| +20% | +$15.3K | ﹤0.01% | 2403 |
|
|
2014
Q3 | $83K | Buy |
10,120
+1,013
| +11% | +$8.31K | ﹤0.01% | 2384 |
|
|
2014
Q2 | $61K | Buy |
9,107
+1,373
| +18% | +$9.2K | ﹤0.01% | 2382 |
|
|
2014
Q1 | $48K | Buy |
7,734
+433
| +6% | +$2.69K | ﹤0.01% | 2374 |
|
|
2013
Q4 | $39K | Sell |
7,301
-4,933
| -40% | -$26.4K | ﹤0.01% | 2382 |
|
|
2013
Q3 | $50K | Sell |
12,234
-756
| -6% | -$3.09K | ﹤0.01% | 2291 |
|
|
2013
Q2 | $58K | Buy |
+12,990
| New | +$58K | ﹤0.01% | 2264 |
|