JFS Wealth Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 1270 |
|
2025
Q1 | $3.02K | Hold |
26
| – | – | ﹤0.01% | 1317 |
|
2024
Q4 | $2.84K | Hold |
26
| – | – | ﹤0.01% | 1341 |
|
2024
Q3 | $2.68K | Buy |
26
+1
| +4% | +$103 | ﹤0.01% | 1368 |
|
2024
Q2 | $2.33K | Buy |
25
+4
| +19% | +$373 | ﹤0.01% | 1377 |
|
2024
Q1 | $1.95K | Sell |
21
-6
| -22% | -$557 | ﹤0.01% | 1452 |
|
2023
Q4 | $2.66K | Buy |
27
+14
| +108% | +$1.38K | ﹤0.01% | 1313 |
|
2023
Q3 | $1.22K | Sell |
13
-15
| -54% | -$1.41K | ﹤0.01% | 1536 |
|
2023
Q2 | $2.87K | Sell |
28
-3
| -10% | -$308 | ﹤0.01% | 1243 |
|
2023
Q1 | $3.36K | Buy |
31
+2
| +7% | +$217 | ﹤0.01% | 1150 |
|
2022
Q4 | $3.13K | Sell |
29
-6
| -17% | -$647 | ﹤0.01% | 1192 |
|
2022
Q3 | $3K | Buy |
35
+10
| +40% | +$857 | ﹤0.01% | 1184 |
|
2022
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 1188 |
|
2022
Q1 | $3K | Buy |
25
+14
| +127% | +$1.68K | ﹤0.01% | 1258 |
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1404 |
|