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Portside Wealth Group, LLC → IESC

Portside Wealth Group, LLC IESC Position History

IES Holdings, Inc. • Construction

Quarters held
6
Latest value
$183K
Q3 2026
Peak value
$299K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$68K
Q1 2026$176K
Q2 2026$101K
Q2 2026$287K
Q3 2026$299K
Q3 2026$183K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$183K569——
Q3 2026$299K931——
Q2 2026$287K391——
Q2 2026$101K138——
Q1 2026$176K369——
Q1 2026$68K142——

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