Summit Securities Group’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	-67	Closed	-$11.1K	–	1095
2025 Q1	$11.1K	Buy	+67	New	+$11.1K	﹤0.01%	407
2016 Q3	–	Sell	-14,639	Closed	-$182K	–	183
2016 Q2	$182K	Buy	+14,639	New	+$182K	0.1%	191