Petra Financial 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	$531K	Buy	+1,793	New	+$531K	0.34%	80
2025 Q1	–	Sell	-3,874	Closed	-$779K	–	134
2024 Q4	$779K	Sell	3,874 -25	-0.6%	-$5.02K	0.53%	48
2024 Q3	$778K	Buy	3,899 +481	+14%	+$96K	0.51%	55
2024 Q2	$476K	Buy	+3,418	New	+$476K	0.34%	80