Advisory Research’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-63,829
| Closed | -$6.13M | – | 361 |
|
|
2020
Q4 | $6.13M | Sell |
63,829
-14,053
| -18% | -$1.35M | 0.45% | 75 |
|
|
2020
Q3 | $6.22M | Buy |
77,882
+3,236
| +4% | +$259K | 0.61% | 56 |
|
|
2020
Q2 | $6.52M | Sell |
74,646
-37,149
| -33% | -$3.25M | 0.58% | 53 |
|
|
2020
Q1 | $9.81M | Buy |
+111,795
| New | +$9.81M | 0.68% | 55 |
|