Modera Wealth Management’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,502
| Closed | -$209K | – | 611 |
|
|
2024
Q2 | $209K | Sell |
1,502
-15,638
| -91% | -$2.18M | ﹤0.01% | 542 |
|
|
2024
Q1 | $2.08M | Hold |
17,140
| – | – | 0.03% | 221 |
|
|
2023
Q4 | $1.36M | Hold |
17,140
| – | – | 0.02% | 260 |
|
|
2023
Q3 | $1.13M | Hold |
17,140
| – | – | 0.02% | 268 |
|
|
2023
Q2 | $975K | Buy |
17,140
+7,240
| +73% | +$412K | 0.02% | 299 |
|
|
2023
Q1 | $427K | Hold |
9,900
| – | – | 0.02% | 228 |
|
|
2022
Q4 | $352K | Hold |
9,900
| – | – | 0.01% | 255 |
|
|
2022
Q3 | $273K | Buy |
+9,900
| New | +$273K | 0.01% | 261 |
|