Annis Gardner Whiting Capital Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Buy |
227
+193
| +568% | +$22.3K | 0.01% | 516 |
|
|
2025
Q1 | $3.95K | Buy |
34
+10
| +42% | +$1.16K | ﹤0.01% | 645 |
|
|
2024
Q4 | $2.62K | Hold |
24
| – | – | ﹤0.01% | 667 |
|
|
2024
Q3 | $2.48K | Hold |
24
| – | – | ﹤0.01% | 697 |
|
|
2024
Q2 | $2.24K | Sell |
24
-9
| -27% | -$839 | ﹤0.01% | 850 |
|
|
2024
Q1 | $3.07K | Buy |
+33
| New | +$3.07K | ﹤0.01% | 817 |
|