Asset Dedication LLC’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Hold |
1,035
| – | – | 0.01% | 390 |
|
|
2025
Q1 | $120K | Hold |
1,035
| – | – | 0.01% | 352 |
|
|
2024
Q4 | $113K | Hold |
1,035
| – | – | 0.01% | 364 |
|
|
2024
Q3 | $107K | Hold |
1,035
| – | – | 0.01% | 407 |
|
|
2024
Q2 | $96.4K | Hold |
1,035
| – | – | 0.01% | 406 |
|
|
2024
Q1 | $96K | Hold |
1,035
| – | – | 0.01% | 378 |
|
|
2023
Q4 | $102K | Hold |
1,035
| – | – | 0.01% | 360 |
|
|
2023
Q3 | $97K | Hold |
1,035
| – | – | 0.01% | 365 |
|
|
2023
Q2 | $106K | Buy |
+1,035
| New | +$106K | 0.01% | 362 |
|