Clearview Wealth Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-90
| Closed | -$9.23K | – | 349 |
|
|
2023
Q2 | $9.23K | Hold |
90
| – | – | 0.01% | 374 |
|
|
2023
Q1 | $9.75K | Hold |
90
| – | – | 0.01% | 375 |
|
|
2022
Q4 | $9.71K | Hold |
90
| – | – | 0.01% | 333 |
|
|
2022
Q3 | $9K | Hold |
90
| – | – | 0.01% | 345 |
|
|
2022
Q2 | $10K | Hold |
90
| – | – | 0.01% | 352 |
|
|
2022
Q1 | $10K | Hold |
90
| – | – | 0.01% | 383 |
|
|
2021
Q4 | $10K | Buy |
90
+40
| +80% | +$4.44K | 0.01% | 416 |
|
|
2021
Q3 | $5K | Buy |
50
+20
| +67% | +$2K | ﹤0.01% | 502 |
|
|
2021
Q2 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 544 |
|