NewEdge Advisors’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $515K | Sell |
|
|||||
|
2025
Q1 | $287K | Sell |
|
|||||
|
2024
Q4 | $738K | Buy |
|
|||||
|
2024
Q3 | $361K | Buy |
|
|||||
|
2024
Q2 | $245K | Sell |
|
|||||
|
2024
Q1 | $564K | Sell |
|
|||||
|
2023
Q4 | $441K | Sell |
|
|||||
|
2023
Q3 | $357K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $388 | Hold |
|
|||||
|
2022
Q4 | $0 | Buy |
|