Financial Advocates Investment Management’s Idaho Strategic Resources IDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,076
| Closed | -$162K | – | 759 |
|
|
2024
Q3 | $162K | Sell |
10,076
-1,200
| -11% | -$19.3K | 0.01% | 718 |
|
|
2024
Q2 | $111K | Sell |
11,276
-2,500
| -18% | -$24.7K | 0.01% | 692 |
|
|
2024
Q1 | $117K | Hold |
13,776
| – | – | 0.01% | 729 |
|
|
2023
Q4 | $87.2K | Hold |
13,776
| – | – | 0.01% | 707 |
|
|
2023
Q3 | $69.4K | Hold |
13,776
| – | – | 0.01% | 681 |
|
|
2023
Q2 | $73.6K | Buy |
13,776
+349
| +3% | +$1.86K | 0.01% | 677 |
|
|
2023
Q1 | $65.4K | Hold |
13,427
| – | – | ﹤0.01% | 714 |
|
|
2022
Q4 | $76.5K | Sell |
13,427
-715
| -5% | -$4.08K | 0.01% | 723 |
|
|
2022
Q3 | $67K | Sell |
14,142
-8,571
| -38% | -$40.6K | 0.01% | 725 |
|
|
2022
Q2 | $179K | Buy |
+22,713
| New | +$179K | 0.01% | 633 |
|