Orion Portfolio Solutions’s IES Holdings IESC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$504K	Buy	3,053 +1,053	+53%	+$174K	﹤0.01%	1419
2024 Q4	$402K	Buy	2,000 +664	+50%	+$133K	﹤0.01%	1424
2024 Q3	$267K	Buy	+1,336	New	+$267K	﹤0.01%	1575