Dean Investment Associates’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,956
| Closed | -$1.5M | – | 235 |
|
|
2021
Q1 | $1.5M | Sell |
14,956
-21
| -0.1% | -$2.1K | 0.28% | 163 |
|
|
2020
Q4 | $1.44M | Sell |
14,977
-526
| -3% | -$50.5K | 0.3% | 141 |
|
|
2020
Q3 | $1.24M | Sell |
15,503
-296
| -2% | -$23.7K | 0.3% | 135 |
|
|
2020
Q2 | $1.38M | Buy |
15,799
+20
| +0.1% | +$1.75K | 0.33% | 129 |
|
|
2020
Q1 | $1.39M | Buy |
+15,779
| New | +$1.39M | 0.3% | 138 |
|