Wellington Management Group’s IES Holdings IESC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-81,300
Closed -$4.62M 1843
2023
Q2
$4.62M Sell
81,300
-24,800
-23% -$1.41M ﹤0.01% 1290
2023
Q1
$4.57M Hold
106,100
﹤0.01% 1304
2022
Q4
$3.77M Buy
106,100
+43,200
+69% +$1.54M ﹤0.01% 1346
2022
Q3
$1.74M Buy
+62,900
New +$1.74M ﹤0.01% 1552