Optimum Investment 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	$508K	Buy	1,715 +335	+24%	+$99.2K	0.22%	92
2025 Q1	$228K	Sell	1,380 -1,870	-58%	-$309K	0.11%	160
2024 Q4	$653K	Buy	3,250 +250	+8%	+$50.2K	0.29%	70
2024 Q3	$599K	Buy	+3,000	New	+$599K	0.26%	90