Capital Advisors Ltd’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
49
| – | – | ﹤0.01% | 891 |
|
|
2025
Q1 | $6K | Sell |
49
-41
| -46% | -$5.02K | ﹤0.01% | 884 |
|
|
2024
Q4 | $10K | Buy |
90
+84
| +1,400% | +$9.33K | ﹤0.01% | 781 |
|
|
2024
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1220 |
|
|
2024
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1211 |
|
|
2024
Q1 | – | Sell |
-116
| Closed | -$11K | – | 1447 |
|
|
2023
Q4 | $11K | Buy |
116
+64
| +123% | +$6.07K | ﹤0.01% | 676 |
|
|
2023
Q3 | $5K | Buy |
52
+41
| +373% | +$3.94K | ﹤0.01% | 820 |
|
|
2023
Q2 | $1K | Sell |
11
-9
| -45% | -$818 | ﹤0.01% | 1156 |
|
|
2023
Q1 | $2K | Buy |
20
+17
| +567% | +$1.7K | ﹤0.01% | 901 |
|
|
2022
Q4 | $0 | Sell |
3
-5
| -63% | – | ﹤0.01% | 1401 |
|
|
2022
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1035 |
|