B. Riley Wealth Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,348
| Closed | -$314K | – | 1493 |
|
|
2024
Q1 | $314K | Buy |
+3,348
| New | +$314K | 0.01% | 1014 |
|
|
2023
Q4 | – | Sell |
-3,348
| Closed | -$314K | – | 1452 |
|
|
2023
Q3 | $314K | Sell |
3,348
-523
| -14% | -$49K | 0.01% | 1014 |
|
|
2023
Q2 | $397K | Sell |
3,871
-2,468
| -39% | -$253K | 0.01% | 977 |
|
|
2023
Q1 | $687K | Sell |
6,339
-101
| -2% | -$10.9K | 0.02% | 687 |
|
|
2022
Q4 | $695K | Buy |
6,440
+56
| +0.9% | +$6.04K | 0.02% | 665 |
|
|
2022
Q3 | $633K | Sell |
6,384
-676
| -10% | -$67K | 0.02% | 665 |
|
|
2022
Q2 | $749K | Sell |
7,060
-30
| -0.4% | -$3.18K | 0.03% | 503 |
|
|
2022
Q1 | $818K | Sell |
7,090
-232
| -3% | -$26.8K | 0.03% | 548 |
|
|
2021
Q4 | $830K | Sell |
7,322
-23
| -0.3% | -$2.61K | 0.02% | 590 |
|
|
2021
Q3 | $760K | Sell |
7,345
-5
| -0.1% | -$517 | 0.02% | 615 |
|
|
2021
Q2 | $717K | Sell |
7,350
-117
| -2% | -$11.4K | 0.02% | 630 |
|
|
2021
Q1 | $747K | Buy |
+7,467
| New | +$747K | 0.03% | 572 |
|
|
2013
Q3 | – | Sell |
-2,063
| Closed | -$99K | – | 703 |
|
|
2013
Q2 | $99K | Buy |
+2,063
| New | +$99K | 0.03% | 547 |
|