Prestige Wealth Management Group’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	–	Sell	-50	Closed	-$10K	–	1032
2024 Q4	$10K	Hold	50	–	–	﹤0.01%	460
2024 Q3	$9.98K	Buy	+50	New	+$9.98K	﹤0.01%	452