TFC Financial 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 | $297 | Hold |
1
| – | – | ﹤0.01% | 735 |
|
|
2025
Q1 | $166 | Hold |
1
| – | – | ﹤0.01% | 750 |
|
|
2024
Q4 | $201 | Hold |
1
| – | – | ﹤0.01% | 732 |
|
|
2024
Q3 | $200 | Hold |
1
| – | – | ﹤0.01% | 747 |
|
|
2024
Q2 | $140 | Hold |
1
| – | – | ﹤0.01% | 764 |
|
|
2024
Q1 | $122 | Buy |
+1
| New | +$122 | ﹤0.01% | 802 |
|