Cornerstone Wealth Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,099
| Closed | -$271K | – | 403 |
|
|
2020
Q2 | $271K | Sell |
3,099
-552
| -15% | -$48.3K | 0.04% | 293 |
|
|
2020
Q1 | $321K | Buy |
+3,651
| New | +$321K | 0.06% | 255 |
|
|
2018
Q4 | – | Sell |
-113,656
| Closed | -$1.29M | – | 707 |
|
|
2018
Q3 | $1.29M | Sell |
113,656
-1,069
| -0.9% | -$12.1K | 0.02% | 643 |
|
|
2018
Q2 | $1.24M | Buy |
+114,725
| New | +$1.24M | 0.01% | 691 |
|