Dakota Wealth Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,447
| Closed | -$241K | – | 747 |
|
|
2023
Q4 | $241K | Buy |
2,447
+13
| +0.5% | +$1.28K | 0.01% | 561 |
|
|
2023
Q3 | $228K | Sell |
2,434
-70
| -3% | -$6.56K | 0.01% | 558 |
|
|
2023
Q2 | $257K | Buy |
2,504
+3
| +0.1% | +$308 | 0.01% | 522 |
|
|
2023
Q1 | $271K | Buy |
2,501
+130
| +5% | +$14.1K | 0.02% | 484 |
|
|
2022
Q4 | $256K | Buy |
+2,371
| New | +$256K | 0.02% | 478 |
|
|
2022
Q3 | – | Sell |
-1,947
| Closed | -$206K | – | 584 |
|
|
2022
Q2 | $206K | Buy |
+1,947
| New | +$206K | 0.02% | 438 |
|