Optimum Investment 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
$682K Hold
2025
Q2
$508K Buy
2025
Q1
$228K Sell
2024
Q4
$653K Buy
2024
Q3
$599K Buy