CWA
Cypress Wealth Advisors’s Idacorp IDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $222K | Hold |
2,226
| – | – | 0.25% | 69 |
|
|
2018
Q4 | $207K | Hold |
2,226
| – | – | 0.28% | 69 |
|
|
2018
Q3 | $221K | Hold |
2,226
| – | – | 0.23% | 75 |
|
|
2018
Q2 | $205K | Buy |
+2,226
| New | +$205K | 0.22% | 76 |
|
|
2018
Q1 | – | Sell |
-2,226
| Closed | -$203K | – | 79 |
|
|
2017
Q4 | $203K | Buy |
+2,226
| New | +$203K | 0.19% | 80 |
|