Edgestream Partners’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-19,673
| Closed | -$1.83M | – | 951 |
|
2024
Q2 | $1.83M | Buy |
+19,673
| New | +$1.83M | 0.09% | 363 |
|
2023
Q4 | – | Sell |
-14,260
| Closed | -$1.34M | – | 941 |
|
2023
Q3 | $1.34M | Sell |
14,260
-18,441
| -56% | -$1.73M | 0.11% | 303 |
|
2023
Q2 | $3.36M | Buy |
+32,701
| New | +$3.36M | 0.3% | 58 |
|