Dorsey & Whitney Trust’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,139
| Closed | -$221K | – | 689 |
|
2024
Q3 | $221K | Sell |
2,139
-459
| -18% | -$47.3K | 0.01% | 622 |
|
2024
Q2 | $242K | Hold |
2,598
| – | – | 0.02% | 540 |
|
2024
Q1 | $241K | Sell |
2,598
-2
| -0.1% | -$186 | 0.02% | 544 |
|
2023
Q4 | $256K | Hold |
2,600
| – | – | 0.02% | 498 |
|
2023
Q3 | $243K | Sell |
2,600
-97
| -4% | -$9.08K | 0.02% | 481 |
|
2023
Q2 | $277K | Buy |
+2,697
| New | +$277K | 0.02% | 462 |
|