MWM
Moran Wealth Management’s IES Holdings IESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Sell |
3,319
-53
| -2% | -$15.7K | 0.03% | 326 |
|
|
2025
Q1 | $557K | Sell |
3,372
-29
| -0.9% | -$4.79K | 0.02% | 368 |
|
|
2024
Q4 | $683K | Buy |
3,401
+61
| +2% | +$12.3K | 0.02% | 339 |
|
|
2024
Q3 | $667K | Buy |
3,340
+787
| +31% | +$157K | 0.02% | 347 |
|
|
2024
Q2 | $356K | Buy |
2,553
+135
| +6% | +$18.8K | 0.01% | 365 |
|
|
2024
Q1 | $294K | Buy |
+2,418
| New | +$294K | 0.01% | 385 |
|