Raymond James Financial Services Advisors’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.36M | Sell |
11,824
-3,633
| -24% | -$725K | ﹤0.01% | 1650 |
|
|
2024
Q2 | $2.15M | Buy |
15,457
+1,548
| +11% | +$216K | ﹤0.01% | 1622 |
|
|
2024
Q1 | $1.69M | Buy |
+13,909
| New | +$1.69M | ﹤0.01% | 1725 |
|
|
2017
Q2 | – | Sell |
-11,735
| Closed | -$212K | – | 2510 |
|
|
2017
Q1 | $212K | Buy |
11,735
+1,460
| +14% | +$26.4K | ﹤0.01% | 2102 |
|
|
2016
Q4 | $197K | Sell |
10,275
-32,368
| -76% | -$621K | ﹤0.01% | 2069 |
|
|
2016
Q3 | $759K | Buy |
+42,643
| New | +$759K | 0.01% | 1254 |
|