Winton Group’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 | $545K | Buy |
+1,840
| New | +$545K | 0.03% | 574 |
|
|
2024
Q4 | – | Sell |
-2,474
| Closed | -$494K | – | 695 |
|
|
2024
Q3 | $494K | Buy |
+2,474
| New | +$494K | 0.03% | 447 |
|
|
2021
Q4 | – | Sell |
-18,309
| Closed | -$837K | – | 1193 |
|
|
2021
Q3 | $837K | Buy |
18,309
+499
| +3% | +$22.8K | 0.05% | 590 |
|
|
2021
Q2 | $915K | Buy |
17,810
+1,586
| +10% | +$81.5K | 0.05% | 580 |
|
|
2021
Q1 | $818K | Buy |
16,224
+1,272
| +9% | +$64.1K | 0.05% | 580 |
|
|
2020
Q4 | $688K | Sell |
14,952
-17,886
| -54% | -$823K | 0.05% | 615 |
|
|
2020
Q3 | $1.04M | Sell |
32,838
-5,374
| -14% | -$171K | 0.03% | 808 |
|
|
2020
Q2 | $885K | Buy |
38,212
+12,028
| +46% | +$279K | 0.02% | 1023 |
|
|
2020
Q1 | $462K | Buy |
26,184
+3,013
| +13% | +$53.2K | 0.01% | 1053 |
|
|
2019
Q4 | $595K | Sell |
23,171
-9,869
| -30% | -$253K | 0.01% | 1195 |
|
|
2019
Q3 | $680K | Buy |
+33,040
| New | +$680K | 0.01% | 987 |
|