Crewe Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Hold |
9,881
| – | – | 0.16% | 57 |
|
|
2025
Q1 | $1.15M | Buy |
+9,881
| New | +$1.15M | 0.16% | 52 |
|
|
2024
Q2 | – | Sell |
-100
| Closed | -$9.29K | – | 983 |
|
|
2024
Q1 | $9.29K | Hold |
100
| – | – | ﹤0.01% | 627 |
|
|
2023
Q4 | $9.83K | Hold |
100
| – | – | ﹤0.01% | 210 |
|
|
2023
Q3 | $9.37K | Hold |
100
| – | – | ﹤0.01% | 253 |
|
|
2023
Q2 | $10.3K | Sell |
100
-100
| -50% | -$10.3K | ﹤0.01% | 406 |
|
|
2023
Q1 | $21.7K | Sell |
200
-129
| -39% | -$14K | ﹤0.01% | 417 |
|
|
2022
Q4 | $35.5K | Buy |
+329
| New | +$35.5K | 0.01% | 343 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$37K | – | 259 |
|
|
2018
Q4 | $37K | Hold |
400
| – | – | 0.01% | 131 |
|
|
2018
Q3 | $40K | Hold |
400
| – | – | 0.03% | 137 |
|
|
2018
Q2 | $37K | Hold |
400
| – | – | 0.03% | 141 |
|
|
2018
Q1 | $35K | Hold |
400
| – | – | 0.03% | 139 |
|
|
2017
Q4 | $37K | Buy |
+400
| New | +$37K | 0.04% | 141 |
|