Berman Capital Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $60K | Buy |
596
+113
| +23% | +$11.4K | 0.01% | 606 |
|
|
2021
Q2 | $46K | Buy |
483
+22
| +5% | +$2.1K | 0.01% | 622 |
|
|
2021
Q1 | $45K | Buy |
461
+342
| +287% | +$33.4K | 0.01% | 518 |
|
|
2020
Q4 | $11K | Hold |
119
| – | – | ﹤0.01% | 883 |
|
|
2020
Q3 | $9K | Buy |
119
+26
| +28% | +$1.97K | ﹤0.01% | 833 |
|
|
2020
Q2 | $8K | Sell |
93
-91
| -49% | -$7.83K | ﹤0.01% | 837 |
|
|
2020
Q1 | $16K | Buy |
184
+11
| +6% | +$957 | 0.01% | 549 |
|
|
2019
Q4 | $18K | Buy |
173
+1
| +0.6% | +$104 | 0.01% | 564 |
|
|
2019
Q3 | $19K | Hold |
172
| – | – | 0.01% | 521 |
|
|
2019
Q2 | $17K | Hold |
172
| – | – | 0.01% | 563 |
|
|
2019
Q1 | $17K | Buy |
172
+124
| +258% | +$12.3K | 0.01% | 496 |
|
|
2018
Q4 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 743 |
|