BerganKDV Wealth Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $106K | Sell |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $112K | Hold |
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|
2022
Q3 | $103K | Hold |
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|
2022
Q2 | $110K | Hold |
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|
2022
Q1 | $120K | Hold |
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|
2021
Q4 | $118K | Hold |
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|
2021
Q3 | $107K | Hold |
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|
2021
Q2 | $101K | Hold |
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|
2021
Q1 | $104K | Hold |
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|
2020
Q4 | $100K | Hold |
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|
2020
Q3 | $83K | Sell |
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|
2020
Q2 | $92K | Buy |
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|
2020
Q1 | $38K | Buy |
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