Independent Portfolio Consultants’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $997K | Sell |
11,686
-1,364
| -10% | -$116K | 0.41% | 50 |
|
2017
Q1 | $1.08M | Buy |
13,050
+770
| +6% | +$63.9K | 0.37% | 68 |
|
2016
Q4 | $989K | Buy |
12,280
+1,275
| +12% | +$103K | 0.33% | 92 |
|
2016
Q3 | $861K | Sell |
11,005
-45
| -0.4% | -$3.52K | 0.27% | 114 |
|
2016
Q2 | $899K | Buy |
11,050
+3,875
| +54% | +$315K | 0.28% | 107 |
|
2016
Q1 | $535K | Sell |
7,175
-115
| -2% | -$8.58K | 0.15% | 200 |
|
2015
Q4 | $496K | Sell |
7,290
-3,520
| -33% | -$239K | 0.15% | 198 |
|
2015
Q3 | $700K | Sell |
10,810
-90
| -0.8% | -$5.83K | 0.15% | 192 |
|
2015
Q2 | $612K | Buy |
10,900
+630
| +6% | +$35.4K | 0.12% | 225 |
|
2015
Q1 | $646K | Sell |
10,270
-485
| -5% | -$30.5K | 0.13% | 204 |
|
2014
Q4 | $712K | Buy |
10,755
+5,850
| +119% | +$387K | 0.14% | 200 |
|
2014
Q3 | $263K | Buy |
4,905
+215
| +5% | +$11.5K | 0.07% | 423 |
|
2014
Q2 | $271K | Buy |
4,690
+575
| +14% | +$33.2K | 0.08% | 393 |
|
2014
Q1 | $228K | Sell |
4,115
-2,150
| -34% | -$119K | 0.07% | 417 |
|
2013
Q4 | $325K | Sell |
6,265
-795
| -11% | -$41.2K | 0.11% | 356 |
|
2013
Q3 | $342K | Sell |
7,060
-885
| -11% | -$42.9K | 0.14% | 323 |
|
2013
Q2 | $379K | Buy |
+7,945
| New | +$379K | 0.17% | 263 |
|