Summit Trail Advisors’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 | $379K | Sell |
1,280
-58
| -4% | -$17.2K | 0.01% | 831 |
|
|
2025
Q1 | $221K | Buy |
1,338
+95
| +8% | +$15.7K | 0.01% | 365 |
|
|
2024
Q4 | $250K | Buy |
1,243
+32
| +3% | +$6.43K | 0.01% | 327 |
|
|
2024
Q3 | $242K | Buy |
+1,211
| New | +$242K | 0.01% | 614 |
|
|
2018
Q1 | – | Sell |
-15
| Closed | – | – | 1012 |
|
|
2017
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 2027 |
|