Ritholtz Wealth Management’s IES Holdings IESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
1,714
-426
| -20% | -$126K | 0.01% | 635 |
|
|
2025
Q1 | $353K | Sell |
2,140
-1,116
| -34% | -$184K | 0.01% | 696 |
|
|
2024
Q4 | $654K | Sell |
3,256
-81
| -2% | -$16.3K | 0.02% | 483 |
|
|
2024
Q3 | $666K | Buy |
3,337
+197
| +6% | +$39.3K | 0.02% | 482 |
|
|
2024
Q2 | $437K | Buy |
3,140
+324
| +12% | +$45.1K | 0.01% | 561 |
|
|
2024
Q1 | $343K | Buy |
+2,816
| New | +$343K | 0.01% | 603 |
|
|
2022
Q1 | – | Sell |
-4,014
| Closed | -$203K | – | 565 |
|
|
2021
Q4 | $203K | Buy |
+4,014
| New | +$203K | 0.01% | 499 |
|
|
2021
Q3 | – | Sell |
-4,597
| Closed | -$236K | – | 533 |
|
|
2021
Q2 | $236K | Sell |
4,597
-615
| -12% | -$31.6K | 0.02% | 418 |
|
|
2021
Q1 | $263K | Sell |
5,212
-1,016
| -16% | -$51.3K | 0.02% | 344 |
|
|
2020
Q4 | $287K | Sell |
6,228
-283
| -4% | -$13K | 0.03% | 265 |
|
|
2020
Q3 | $207K | Buy |
+6,511
| New | +$207K | 0.02% | 262 |
|