Number of Shares
1,380.00
Current Holdings Value*
$227,850.00
% of Portfolio
0.11%
Total Estimate Gain
$266,206.70
% of Total Estimate Gain
48.70%

OPTIMUM INVESTMENT ADVISORS's IES Holdings Inc Holding Summary

As of 2025-03-31, OPTIMUM INVESTMENT ADVISORS held 1,380.00 shares of IES Holdings Inc(IESC), totaling $227,850.00. This investment constitutes 0.11% of their stock portfolio, and OPTIMUM INVESTMENT ADVISORS now holds 0.01% of the outstanding IES Holdings Inc(IESC) stock.

The initial trade took place in 2024Q3. And since then OPTIMUM INVESTMENT ADVISORS has made 2 purchases of IESC, at an average price of $168.20, for a total of 3,250.00 shares. In addition, there have been 1 sales at an average price of $208.57 for 1,870.00 shares. Based on historical transaction data and IESC's current price of $306.41, OPTIMUM INVESTMENT ADVISORS's estimated gain on his IESC holdings is $266,206.70, reflecting a 48.70% gain to date.

OPTIMUM INVESTMENT ADVISORS IESC ($306.41) Holding Chart

OPTIMUM INVESTMENT ADVISORS IESC ($306.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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