Simplex Trading’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Buy |
+645
| New | +$191K | ﹤0.01% | 945 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3098 |
|
|
2024
Q4 | – | Sell |
-1,935
| Closed | -$386K | – | 3186 |
|
|
2024
Q3 | $386K | Buy |
+1,935
| New | +$386K | ﹤0.01% | 691 |
|
|
2024
Q2 | – | Sell |
-5,960
| Closed | -$724K | – | 3156 |
|
|
2024
Q1 | $724K | Buy |
+5,960
| New | +$724K | ﹤0.01% | 545 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3179 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3070 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3164 |
|