Financial Gravity Asset Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$445 | – | 1967 |
|
|
2024
Q1 | $445 | Buy |
+5
| New | +$445 | ﹤0.01% | 1392 |
|
|
2023
Q3 | – | Sell |
-103
| Closed | -$569 | – | 1491 |
|
|
2023
Q2 | $569 | Buy |
+103
| New | +$569 | ﹤0.01% | 976 |
|
|
2023
Q1 | – | Sell |
-108
| Closed | -$594 | – | 1385 |
|
|
2022
Q4 | $594 | Buy |
+108
| New | +$594 | ﹤0.01% | 778 |
|
|
2020
Q2 | – | Sell |
-5
| Closed | -$419 | – | 414 |
|
|
2020
Q1 | $419 | Sell |
5
-4
| -44% | -$335 | ﹤0.01% | 582 |
|
|
2019
Q4 | $107K | Hold |
9
| – | – | 0.07% | 294 |
|
|
2019
Q3 | $1K | Sell |
9
-3
| -25% | -$333 | ﹤0.01% | 1041 |
|
|
2019
Q2 | $1K | Sell |
12
-13
| -52% | -$1.08K | ﹤0.01% | 1062 |
|
|
2019
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 951 |
|
|
2018
Q3 | $7K | Buy |
78
+2
| +3% | +$179 | 0.01% | 652 |
|
|
2018
Q2 | $7K | Buy |
76
+15
| +25% | +$1.38K | 0.01% | 649 |
|
|
2018
Q1 | $6K | Buy |
+61
| New | +$6K | 0.01% | 675 |
|