Oakwell Private Wealth Management’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	$701K	Sell	2,367 -7,672	-76%	-$2.27M	0.16%	45
2025 Q1	$1.66M	Buy	+10,039	New	+$1.66M	0.46%	25