BerganKDV Wealth Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $106K | Sell |
1,037
-333
| -24% | -$34.2K | 0.01% | 289 |
|
|
2023
Q1 | $148K | Buy |
1,370
+333
| +32% | +$36.1K | 0.02% | 264 |
|
|
2022
Q4 | $112K | Hold |
1,037
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $103K | Hold |
1,037
| – | – | 0.01% | 283 |
|
|
2022
Q2 | $110K | Hold |
1,037
| – | – | 0.01% | 295 |
|
|
2022
Q1 | $120K | Hold |
1,037
| – | – | 0.01% | 289 |
|
|
2021
Q4 | $118K | Hold |
1,037
| – | – | 0.01% | 314 |
|
|
2021
Q3 | $107K | Hold |
1,037
| – | – | 0.01% | 312 |
|
|
2021
Q2 | $101K | Hold |
1,037
| – | – | 0.01% | 312 |
|
|
2021
Q1 | $104K | Hold |
1,037
| – | – | 0.01% | 293 |
|
|
2020
Q4 | $100K | Hold |
1,037
| – | – | 0.01% | 275 |
|
|
2020
Q3 | $83K | Sell |
1,037
-14
| -1% | -$1.12K | 0.01% | 282 |
|
|
2020
Q2 | $92K | Buy |
1,051
+621
| +144% | +$54.4K | 0.02% | 283 |
|
|
2020
Q1 | $38K | Buy |
+430
| New | +$38K | 0.01% | 352 |
|