Peterson Wealth Services’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 | $1.1M | Buy |
3,698
+143
| +4% | +$42.4K | 0.3% | 56 |
|
|
2025
Q1 | $587K | Sell |
3,555
-4,555
| -56% | -$752K | 0.18% | 79 |
|
|
2024
Q4 | $1.63M | Buy |
8,110
+100
| +1% | +$20.1K | 0.49% | 51 |
|
|
2024
Q3 | $1.6M | Buy |
8,010
+561
| +8% | +$112K | 0.51% | 51 |
|
|
2024
Q2 | $1.04M | Buy |
7,449
+512
| +7% | +$71.3K | 0.36% | 57 |
|
|
2024
Q1 | $844K | Buy |
6,937
+4,182
| +152% | +$509K | 0.31% | 63 |
|
|
2023
Q4 | $218K | Buy |
+2,755
| New | +$218K | 0.09% | 95 |
|