FinTrust Capital Advisors’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 |
-28
| Closed | -$2.61K | – | 1395 |
|
2024
Q2 | $2.61K | Buy |
+28
| New | +$2.61K | ﹤0.01% | 1129 |
|
2022
Q1 | – | Sell |
-560
| Closed | -$63K | – | 1248 |
|
2021
Q4 | $63K | Hold |
560
| – | – | 0.02% | 504 |
|
2021
Q3 | $58K | Hold |
560
| – | – | 0.02% | 521 |
|
2021
Q2 | $55K | Hold |
560
| – | – | 0.01% | 529 |
|
2021
Q1 | $56K | Hold |
560
| – | – | 0.02% | 520 |
|
2020
Q4 | $54K | Hold |
560
| – | – | 0.02% | 481 |
|
2020
Q3 | $45 | Hold |
560
| – | – | 0.01% | 500 |
|
2020
Q2 | $49K | Buy |
+560
| New | +$49K | 0.02% | 490 |
|
2019
Q1 | – | Sell |
-275
| Closed | -$26K | – | 1281 |
|
2018
Q4 | $26K | Buy |
+275
| New | +$26K | 0.01% | 521 |
|