True Wealth Design’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	$18.1K	Buy	61 +38	+165%	+$11.3K	0.01%	406
2025 Q1	$3.8K	Buy	23 +18	+360%	+$2.97K	﹤0.01%	771
2024 Q4	$1.01K	Buy	5 +3	+150%	+$603	﹤0.01%	942
2024 Q3	$400	Buy	+2	New	+$400	﹤0.01%	1130