Joel Adams & Associates, Inc.'s ownership history for IEF

Joel Adams & Associates, Inc. currently holds 4.4K shares with a market value of $422.2K. It started holding IEF on 2025-03-31. At its peak, it held 5.1K shares on 2025-12-31. Its highest holding value was $488.7K on 2025-12-31. At its lowest, it held 4.0K shares on 2025-03-31, with a value of $380.8K on 2025-03-31. In the recent 180 days, Joel Adams & Associates, Inc. has decreased its shares by 309. In the recent year, Joel Adams & Associates, Inc. has increased its shares by 430.