PFG 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 | $964K | Sell |
3,255
-65
| -2% | -$19.3K | 0.04% | 310 |
|
|
2025
Q1 | $548K | Sell |
3,320
-490
| -13% | -$80.9K | 0.03% | 445 |
|
|
2024
Q4 | $766K | Buy |
3,810
+111
| +3% | +$22.3K | 0.05% | 370 |
|
|
2024
Q3 | $738K | Sell |
3,699
-17
| -0.5% | -$3.39K | 0.05% | 356 |
|
|
2024
Q2 | $518K | Buy |
3,716
+52
| +1% | +$7.25K | 0.04% | 413 |
|
|
2024
Q1 | $446K | Buy |
+3,664
| New | +$446K | 0.03% | 420 |
|