Glassman Wealth Services’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-129
| Closed | -$12.7K | – | 954 |
|
|
2023
Q4 | $12.7K | Buy |
129
+30
| +30% | +$2.95K | ﹤0.01% | 820 |
|
|
2023
Q3 | $9.27K | Buy |
99
+23
| +30% | +$2.15K | ﹤0.01% | 878 |
|
|
2023
Q2 | $7.8K | Hold |
76
| – | – | ﹤0.01% | 871 |
|
|
2023
Q1 | $8.23K | Sell |
76
-5
| -6% | -$542 | ﹤0.01% | 869 |
|
|
2022
Q4 | $8.74K | Sell |
81
-21
| -21% | -$2.27K | ﹤0.01% | 865 |
|
|
2022
Q3 | $10K | Hold |
102
| – | – | ﹤0.01% | 791 |
|
|
2022
Q2 | $11K | Hold |
102
| – | – | ﹤0.01% | 780 |
|
|
2022
Q1 | $12K | Hold |
102
| – | – | ﹤0.01% | 777 |
|
|
2021
Q4 | $12K | Buy |
102
+24
| +31% | +$2.82K | ﹤0.01% | 729 |
|
|
2021
Q3 | $8K | Buy |
78
+4
| +5% | +$410 | ﹤0.01% | 820 |
|
|
2021
Q2 | $7K | Hold |
74
| – | – | ﹤0.01% | 835 |
|
|
2021
Q1 | $7K | Hold |
74
| – | – | ﹤0.01% | 797 |
|
|
2020
Q4 | $7K | Hold |
74
| – | – | ﹤0.01% | 801 |
|
|
2020
Q3 | $6K | Buy |
74
+73
| +7,300% | +$5.92K | ﹤0.01% | 738 |
|
|
2020
Q2 | $0 | Sell |
1
-52
| -98% | – | ﹤0.01% | 1369 |
|
|
2020
Q1 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 518 |
|