J.P. Morgan Private Wealth Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.73M | Sell |
18,431
-517
| -3% | -$48.4K | ﹤0.01% | 793 |
|
|
2023
Q2 | $1.94M | Sell |
18,948
-9,885
| -34% | -$1.01M | 0.01% | 570 |
|
|
2023
Q1 | $3.12M | Sell |
28,833
-761
| -3% | -$82.4K | 0.01% | 731 |
|
|
2022
Q4 | $3.19M | Buy |
29,594
+2,492
| +9% | +$269K | 0.01% | 699 |
|
|
2022
Q3 | $2.68M | Buy |
27,102
+1,799
| +7% | +$178K | 0.01% | 747 |
|
|
2022
Q2 | $2.68M | Buy |
25,303
+302
| +1% | +$32K | 0.01% | 749 |
|
|
2022
Q1 | $2.88M | Buy |
25,001
+4,192
| +20% | +$484K | 0.01% | 786 |
|
|
2021
Q4 | $2.36M | Buy |
20,809
+1,148
| +6% | +$130K | 0.01% | 842 |
|
|
2021
Q3 | $2.03M | Buy |
19,661
+1,975
| +11% | +$204K | 0.01% | 894 |
|
|
2021
Q2 | $1.72M | Buy |
17,686
+4,437
| +33% | +$433K | ﹤0.01% | 937 |
|
|
2021
Q1 | $1.32M | Sell |
13,249
-909
| -6% | -$90.8K | ﹤0.01% | 916 |
|
|
2020
Q4 | $1.36M | Buy |
14,158
+935
| +7% | +$89.8K | ﹤0.01% | 883 |
|
|
2020
Q3 | $1.06M | Buy |
13,223
+3,152
| +31% | +$252K | ﹤0.01% | 871 |
|
|
2020
Q2 | $880K | Buy |
10,071
+7,440
| +283% | +$650K | ﹤0.01% | 860 |
|
|
2020
Q1 | $231K | Buy |
+2,631
| New | +$231K | ﹤0.01% | 1236 |
|
|
2015
Q3 | – | Sell |
-3,881
| Closed | -$218K | – | 1091 |
|
|
2015
Q2 | $218K | Sell |
3,881
-4,511
| -54% | -$253K | ﹤0.01% | 946 |
|
|
2015
Q1 | $528K | Buy |
+8,392
| New | +$528K | 0.01% | 704 |
|