Ballentine Partners’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
1,932
+82
| +4% | +$9.47K | ﹤0.01% | 834 |
|
|
2025
Q1 | $215K | Sell |
1,850
-1,010
| -35% | -$117K | ﹤0.01% | 768 |
|
|
2024
Q4 | $313K | Buy |
+2,860
| New | +$313K | 0.01% | 587 |
|
|
2023
Q2 | – | Sell |
-2,563
| Closed | -$278K | – | 620 |
|
|
2023
Q1 | $278K | Buy |
+2,563
| New | +$278K | 0.01% | 436 |
|