Chicago Partners Investment Group’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 |
-1,102
| Closed | -$105K | – | 603 |
|
|
2018
Q3 | $105K | Hold |
1,102
| – | – | 0.02% | 405 |
|
|
2018
Q2 | $102K | Hold |
1,102
| – | – | 0.02% | 386 |
|
|
2018
Q1 | $97K | Hold |
1,102
| – | – | 0.02% | 354 |
|
|
2017
Q4 | $101K | Hold |
1,102
| – | – | 0.02% | 355 |
|
|
2017
Q3 | $97K | Buy |
+1,102
| New | +$97K | 0.02% | 349 |
|
|
2017
Q2 | – | Sell |
-1,102
| Closed | -$91K | – | 714 |
|
|
2017
Q1 | $91K | Hold |
1,102
| – | – | 0.03% | 260 |
|
|
2016
Q4 | $89K | Hold |
1,102
| – | – | 0.03% | 242 |
|
|
2016
Q3 | $86K | Buy |
+1,102
| New | +$86K | 0.03% | 249 |
|