NewEdge Advisors’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
1,739
-2
| -0.1% | -$592 | ﹤0.01% | 1669 |
|
|
2025
Q1 | $287K | Sell |
1,741
-1,930
| -53% | -$319K | ﹤0.01% | 1923 |
|
|
2024
Q4 | $738K | Buy |
3,671
+1,865
| +103% | +$375K | ﹤0.01% | 1326 |
|
|
2024
Q3 | $361K | Buy |
1,806
+45
| +3% | +$8.98K | ﹤0.01% | 1679 |
|
|
2024
Q2 | $245K | Sell |
1,761
-2,877
| -62% | -$401K | ﹤0.01% | 1819 |
|
|
2024
Q1 | $564K | Sell |
4,638
-706
| -13% | -$85.9K | ﹤0.01% | 1271 |
|
|
2023
Q4 | $441K | Sell |
5,344
-73
| -1% | -$6.03K | ﹤0.01% | 1347 |
|
|
2023
Q3 | $357K | Buy |
+5,417
| New | +$357K | ﹤0.01% | 1340 |
|
|
2023
Q2 | – | Sell |
-9
| Closed | -$388 | – | 3560 |
|
|
2023
Q1 | $388 | Hold |
9
| – | – | ﹤0.01% | 3265 |
|
|
2022
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4142 |
|