Continuum Advisory’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Buy |
6,064
+1,093
| +22% | +$126K | 0.08% | 217 |
|
|
2025
Q1 | $578K | Buy |
4,971
+180
| +4% | +$20.9K | 0.07% | 223 |
|
|
2024
Q4 | $524K | Hold |
4,791
| – | – | 0.07% | 234 |
|
|
2024
Q3 | $559K | Buy |
4,791
+26
| +0.5% | +$3.04K | 0.07% | 232 |
|
|
2024
Q2 | $444K | Hold |
4,765
| – | – | 0.06% | 240 |
|
|
2024
Q1 | $466K | Sell |
4,765
-459
| -9% | -$44.9K | 0.07% | 241 |
|
|
2023
Q4 | $514K | Buy |
5,224
+1,154
| +28% | +$113K | 0.07% | 276 |
|
|
2023
Q3 | $381K | Buy |
+4,070
| New | +$381K | 0.06% | 321 |
|