Janiczek Wealth Management’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 |
-127
| Closed | -$12.5K | – | 1125 |
|
|
2023
Q4 | $12.5K | Sell |
127
-71
| -36% | -$6.98K | ﹤0.01% | 631 |
|
|
2023
Q3 | $18.5K | Sell |
198
-53
| -21% | -$4.96K | ﹤0.01% | 532 |
|
|
2023
Q2 | $25.8K | Sell |
251
-222
| -47% | -$22.8K | 0.01% | 425 |
|
|
2023
Q1 | $52.2K | Buy |
473
+242
| +105% | +$26.7K | 0.01% | 310 |
|
|
2022
Q4 | $25.1K | Buy |
231
+40
| +21% | +$4.35K | 0.01% | 419 |
|
|
2022
Q3 | $18K | Buy |
191
+61
| +47% | +$5.75K | 0.01% | 466 |
|
|
2022
Q2 | $15K | Buy |
+130
| New | +$15K | ﹤0.01% | 508 |
|