Capstone Financial Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,334
| Closed | -$232K | – | 96 |
|
|
2018
Q3 | $232K | Hold |
2,334
| – | – | 0.06% | 69 |
|
|
2018
Q2 | $215K | Hold |
2,334
| – | – | 0.06% | 71 |
|
|
2018
Q1 | $206K | Hold |
2,334
| – | – | 0.07% | 79 |
|
|
2017
Q4 | $213K | Hold |
2,334
| – | – | 0.08% | 67 |
|
|
2017
Q3 | $205K | Buy |
+2,334
| New | +$205K | 0.09% | 68 |
|
|
2015
Q3 | – | Sell |
-5,334
| Closed | -$299K | – | 85 |
|
|
2015
Q2 | $299K | Buy |
+5,334
| New | +$299K | 0.12% | 57 |
|