Avior Wealth Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-455
| Closed | -$49.7K | – | 1484 |
|
|
2024
Q4 | $49.7K | Buy |
455
+12
| +3% | +$1.31K | ﹤0.01% | 1154 |
|
|
2024
Q3 | $45.7K | Buy |
443
+117
| +36% | +$12.1K | ﹤0.01% | 1150 |
|
|
2024
Q2 | $30.4K | Sell |
326
-317
| -49% | -$29.5K | ﹤0.01% | 1254 |
|
|
2024
Q1 | $59.7K | Buy |
+643
| New | +$59.7K | ﹤0.01% | 1169 |
|
|
2016
Q4 | – | Sell |
-25
| Closed | -$2K | – | 512 |
|
|
2016
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 428 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 479 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 500 |
|