MPAM
Monarch Partners Asset Management’s IES Holdings IESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-45,576
| Closed | -$1.83M | – | 168 |
|
|
2022
Q1 | $1.83M | Hold |
45,576
| – | – | 0.41% | 113 |
|
|
2021
Q4 | $2.31M | Buy |
45,576
+3,857
| +9% | +$195K | 0.47% | 103 |
|
|
2021
Q3 | $1.91M | Buy |
+41,719
| New | +$1.91M | 0.28% | 118 |
|
|
2021
Q2 | – | Sell |
-25,695
| Closed | -$1.3M | – | 165 |
|
|
2021
Q1 | $1.3M | Sell |
25,695
-755
| -3% | -$38.1K | 0.19% | 122 |
|
|
2020
Q4 | $1.22M | Sell |
26,450
-2,750
| -9% | -$127K | 0.21% | 121 |
|
|
2020
Q3 | $928K | Sell |
29,200
-3,683
| -11% | -$117K | 0.21% | 123 |
|
|
2020
Q2 | $762K | Sell |
32,883
-11,540
| -26% | -$267K | 0.19% | 112 |
|
|
2020
Q1 | $784K | Buy |
44,423
+2,311
| +5% | +$40.8K | 0.28% | 73 |
|
|
2019
Q4 | $1.08M | Sell |
42,112
-5,854
| -12% | -$150K | 0.24% | 92 |
|
|
2019
Q3 | $988K | Buy |
47,966
+5,690
| +13% | +$117K | 0.15% | 105 |
|
|
2019
Q2 | $797K | Hold |
42,276
| – | – | 0.11% | 99 |
|
|
2019
Q1 | $751K | Buy |
+42,276
| New | +$751K | 0.11% | 112 |
|