DCM Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,436
| Closed | -$934K | – | 118 |
|
|
2022
Q3 | $934K | Sell |
9,436
-808
| -8% | -$80K | 0.47% | 52 |
|
|
2022
Q2 | $1.09M | Sell |
10,244
-887
| -8% | -$94.2K | 0.47% | 54 |
|
|
2022
Q1 | $1.28M | Buy |
11,131
+1,723
| +18% | +$199K | 0.45% | 60 |
|
|
2021
Q4 | $1.07M | Buy |
9,408
+4,190
| +80% | +$475K | 0.31% | 82 |
|
|
2021
Q3 | $539K | Buy |
+5,218
| New | +$539K | 0.21% | 129 |
|