New York Life Investment 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
Q2 | – | Sell |
-3,050
| Closed | -$371K | – | 1085 |
|
|
2024
Q1 | $371K | Sell |
3,050
-4,997
| -62% | -$608K | ﹤0.01% | 957 |
|
|
2023
Q4 | $637K | Sell |
8,047
-203
| -2% | -$16.1K | 0.01% | 761 |
|
|
2023
Q3 | $543K | Sell |
8,250
-1,314
| -14% | -$86.6K | 0.01% | 756 |
|
|
2023
Q2 | $544K | Sell |
9,564
-1,384
| -13% | -$78.7K | 0.01% | 672 |
|
|
2023
Q1 | $472K | Sell |
10,948
-3,128
| -22% | -$135K | 0.01% | 1060 |
|
|
2022
Q4 | $501K | Buy |
14,076
+1,557
| +12% | +$55.4K | 0.01% | 933 |
|
|
2022
Q3 | $346K | Buy |
12,519
+919
| +8% | +$25.4K | ﹤0.01% | 1039 |
|
|
2022
Q2 | $350K | Buy |
+11,600
| New | +$350K | ﹤0.01% | 1086 |
|