EverSource Wealth Advisors’s Idacorp IDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Buy |
1,276
+314
| +33% | +$36.3K | 0.01% | 1006 |
|
|
2025
Q1 | $112K | Buy |
962
+237
| +33% | +$27.5K | 0.01% | 868 |
|
|
2024
Q4 | $79.2K | Sell |
725
-21
| -3% | -$2.3K | ﹤0.01% | 989 |
|
|
2024
Q3 | $76.9K | Sell |
746
-114
| -13% | -$11.8K | ﹤0.01% | 887 |
|
|
2024
Q2 | $84.1K | Buy |
860
+44
| +5% | +$4.3K | 0.01% | 871 |
|
|
2024
Q1 | $77.3K | Buy |
816
+126
| +18% | +$11.9K | 0.01% | 809 |
|
|
2023
Q4 | $67.8K | Buy |
690
+112
| +19% | +$11K | 0.01% | 780 |
|
|
2023
Q3 | $54.1K | Sell |
578
-147
| -20% | -$13.8K | 0.01% | 777 |
|
|
2023
Q2 | $74.4K | Buy |
725
+553
| +322% | +$56.7K | 0.01% | 683 |
|
|
2023
Q1 | $18.6K | Sell |
172
-133
| -44% | -$14.4K | ﹤0.01% | 1106 |
|
|
2022
Q4 | $32.9K | Buy |
+305
| New | +$32.9K | 0.01% | 921 |
|
|
2022
Q3 | – | Sell |
-297
| Closed | -$31K | – | 2037 |
|
|
2022
Q2 | $31K | Buy |
+297
| New | +$31K | 0.01% | 721 |
|