Castleview Partners’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10
| Closed | -$932 | – | 715 |
|
|
2024
Q2 | $932 | Sell |
10
-4
| -29% | -$373 | ﹤0.01% | 815 |
|
|
2024
Q1 | $1.3K | Sell |
14
-1
| -7% | -$93 | ﹤0.01% | 776 |
|
|
2023
Q4 | $1.48K | Sell |
15
-1
| -6% | -$98 | ﹤0.01% | 731 |
|
|
2023
Q3 | $1.5K | Buy |
+16
| New | +$1.5K | ﹤0.01% | 577 |
|
|
2022
Q1 | – | Sell |
-12,804
| Closed | -$113 | – | 849 |
|
|
2021
Q4 | $113 | Buy |
+12,804
| New | +$113 | ﹤0.01% | 770 |
|