Financial Architects (New Jersey)’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-13
| Closed | -$1K | – | 1318 |
|
|
2018
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1257 |
|
|
2017
Q2 | – | Sell |
-25
| Closed | -$2K | – | 1436 |
|
|
2017
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1333 |
|
|
2015
Q1 | – | Sell |
-91
| Closed | -$6K | – | 959 |
|
|
2014
Q4 | $6K | Hold |
91
| – | – | ﹤0.01% | 781 |
|
|
2014
Q3 | $5K | Hold |
91
| – | – | ﹤0.01% | 731 |
|
|
2014
Q2 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 762 |
|