SKK
Shepherd Kaplan Krochuk’s IES Holdings IESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-10,403
| Closed | -$69K | – | 540 |
|
|
2014
Q2 | $69K | Hold |
10,403
| – | – | 0.01% | 504 |
|
|
2014
Q1 | $65K | Sell |
10,403
-15,500
| -60% | -$96.8K | 0.01% | 516 |
|
|
2013
Q4 | $140K | Buy |
25,903
+13,489
| +109% | +$72.9K | 0.02% | 467 |
|
|
2013
Q3 | $50K | Hold |
12,414
| – | – | 0.01% | 509 |
|
|
2013
Q2 | $55K | Buy |
+12,414
| New | +$55K | 0.01% | 516 |
|