Ritholtz Wealth Management’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
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|
2025
Q1 | $353K | Sell |
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|
2024
Q4 | $654K | Sell |
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|
2024
Q3 | $666K | Buy |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $343K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $236K | Sell |
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|
2021
Q1 | $263K | Sell |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $207K | Buy |
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