Heritage Wealth Management (Arizona)’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $648K | Buy |
6,013
+3,302
| +122% | +$356K | 0.09% | 158 |
|
|
2022
Q3 | $268K | Buy |
2,711
+64
| +2% | +$6.33K | 0.09% | 172 |
|
|
2022
Q2 | $280K | Buy |
2,647
+213
| +9% | +$22.6K | 0.09% | 169 |
|
|
2022
Q1 | $281K | Buy |
+2,434
| New | +$281K | 0.08% | 207 |
|
|
2021
Q3 | $132K | Buy |
1,274
+196
| +18% | +$20.3K | 0.05% | 292 |
|
|
2021
Q2 | $105K | Buy |
1,078
+400
| +59% | +$39K | 0.04% | 332 |
|
|
2021
Q1 | $68K | Buy |
+678
| New | +$68K | 0.04% | 314 |
|