Sunbelt Securities’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 | $79.4K | Buy |
+395
| New | +$79.4K | 0.01% | 827 |
|
|
2025
Q1 | – | Sell |
-395
| Closed | -$80.3K | – | 1849 |
|
|
2024
Q4 | $80.3K | Hold |
395
| – | – | 0.01% | 823 |
|
|
2024
Q3 | $78.9K | Hold |
395
| – | – | 0.01% | 828 |
|
|
2024
Q2 | $55K | Hold |
395
| – | – | 0.01% | 880 |
|
|
2024
Q1 | $48K | Buy |
+395
| New | +$48K | 0.01% | 881 |
|