Gideon Capital Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,908
| Closed | -$550K | – | 437 |
|
|
2018
Q4 | $550K | Buy |
5,908
+3,018
| +104% | +$281K | 0.22% | 135 |
|
|
2018
Q3 | $287K | Buy |
+2,890
| New | +$287K | 0.14% | 251 |
|
|
2014
Q2 | – | Sell |
-4,313
| Closed | -$239K | – | 275 |
|
|
2014
Q1 | $239K | Buy |
+4,313
| New | +$239K | 0.13% | 176 |
|