Carson Wealth (CWM LLC)’s Idacorp IDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
2,784
+21
| +0.8% | +$2.42K | ﹤0.01% | 1812 |
|
|
2025
Q1 | $321K | Sell |
2,763
-11
| -0.4% | -$1.28K | ﹤0.01% | 1631 |
|
|
2024
Q4 | $303K | Buy |
2,774
+1,299
| +88% | +$142K | ﹤0.01% | 1583 |
|
|
2024
Q3 | $152K | Buy |
1,475
+570
| +63% | +$58.7K | ﹤0.01% | 1917 |
|
|
2024
Q2 | $84K | Buy |
905
+321
| +55% | +$29.8K | ﹤0.01% | 2090 |
|
|
2024
Q1 | $54K | Sell |
584
-408
| -41% | -$37.7K | ﹤0.01% | 2239 |
|
|
2023
Q4 | $98K | Buy |
992
+180
| +22% | +$17.8K | ﹤0.01% | 1784 |
|
|
2023
Q3 | $76K | Sell |
812
-44
| -5% | -$4.12K | ﹤0.01% | 1807 |
|
|
2023
Q2 | $88K | Buy |
856
+239
| +39% | +$24.6K | ﹤0.01% | 1633 |
|
|
2023
Q1 | $67K | Buy |
617
+48
| +8% | +$5.21K | ﹤0.01% | 1712 |
|
|
2022
Q4 | $61K | Sell |
569
-278
| -33% | -$29.8K | ﹤0.01% | 1619 |
|
|
2022
Q3 | $84K | Buy |
847
+111
| +15% | +$11K | ﹤0.01% | 1410 |
|
|
2022
Q2 | $78K | Buy |
736
+39
| +6% | +$4.13K | ﹤0.01% | 1414 |
|
|
2022
Q1 | $80K | Sell |
697
-48
| -6% | -$5.51K | ﹤0.01% | 1412 |
|
|
2021
Q4 | $84K | Buy |
+745
| New | +$84K | ﹤0.01% | 1369 |
|
|
2021
Q2 | $33K | Hold |
334
| – | – | ﹤0.01% | 1564 |
|
|
2021
Q1 | $33K | Hold |
334
| – | – | ﹤0.01% | 1564 |
|
|
2020
Q4 | $33K | Hold |
334
| – | – | ﹤0.01% | 1564 |
|
|
2020
Q3 | $33K | Hold |
334
| – | – | ﹤0.01% | 1564 |
|
|
2020
Q2 | $33K | Hold |
334
| – | – | ﹤0.01% | 1564 |
|
|
2020
Q1 | $33K | Hold |
334
| – | – | ﹤0.01% | 1564 |
|
|
2019
Q4 | $33K | Hold |
334
| – | – | ﹤0.01% | 1564 |
|
|
2019
Q3 | $33K | Hold |
334
| – | – | ﹤0.01% | 1564 |
|
|
2019
Q2 | $33K | Hold |
334
| – | – | ﹤0.01% | 1564 |
|
|
2019
Q1 | $33K | Buy |
334
+84
| +34% | +$8.3K | ﹤0.01% | 1564 |
|
|
2018
Q4 | $23K | Buy |
250
+230
| +1,150% | +$21.2K | ﹤0.01% | 1090 |
|
|
2018
Q3 | $2K | Sell |
20
-10
| -33% | -$1K | ﹤0.01% | 1522 |
|
|
2018
Q2 | $3K | Buy |
30
+20
| +200% | +$2K | ﹤0.01% | 1290 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1279 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1361 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1373 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1096 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1062 |
|
|
2016
Q4 | – | Sell |
-10
| Closed | -$1K | – | 1132 |
|
|
2016
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 947 |
|