DWA
Dougherty Wealth Advisers’s Idacorp IDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-232
| Closed | -$19K | – | 146 |
|
|
2020
Q3 | $19K | Hold |
232
| – | – | 0.07% | 133 |
|
|
2020
Q2 | $20K | Hold |
232
| – | – | 0.07% | 138 |
|
|
2020
Q1 | $20K | Hold |
232
| – | – | 0.08% | 135 |
|
|
2019
Q4 | $25K | Hold |
232
| – | – | 0.08% | 143 |
|
|
2019
Q3 | $26K | Hold |
232
| – | – | 0.09% | 140 |
|
|
2019
Q2 | $23K | Hold |
232
| – | – | 0.07% | 169 |
|
|
2019
Q1 | $23K | Hold |
232
| – | – | 0.08% | 147 |
|
|
2018
Q4 | $23K | Buy |
+232
| New | +$23K | 0.08% | 153 |
|