UBS AM’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.81M | Sell |
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|
2025
Q2 | $8.75M | Buy |
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|
2025
Q1 | $3.76M | Buy |
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|
2024
Q4 | $4.29M | Buy |
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|
2024
Q3 | $3.88M | Sell |
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|
2024
Q2 | $3.36M | Buy |
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|
2024
Q1 | $260K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $242K | Hold |
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|
2021
Q3 | $218K | Hold |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $212K | Buy |
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