Spire Wealth Management’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	–	Sell	-148	Closed	-$24.4K	–	2467
2025 Q1	$24.4K	Buy	+148	New	+$24.4K	﹤0.01%	1539
2024 Q2	–	Sell	-80	Closed	-$9.73K	–	2302
2024 Q1	$9.73K	Buy	+80	New	+$9.73K	﹤0.01%	1718