Arete Wealth Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,273
| Closed | -$245M | – | 687 |
|
|
2022
Q4 | $245M | Sell |
2,273
-83
| -4% | -$8.95M | 0.02% | 511 |
|
|
2022
Q3 | $233K | Buy |
2,356
+16
| +0.7% | +$1.58K | 0.02% | 482 |
|
|
2022
Q2 | $248K | Buy |
2,340
+16
| +0.7% | +$1.7K | 0.03% | 379 |
|
|
2022
Q1 | $268K | Buy |
+2,324
| New | +$268K | 0.02% | 407 |
|