Johanson Financial Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $512K | Buy |
4,521
+121
| +3% | +$13.7K | 0.16% | 85 |
|
|
2021
Q3 | $455K | Sell |
4,400
-691
| -14% | -$71.5K | 0.16% | 85 |
|
|
2021
Q2 | $521K | Sell |
5,091
-404
| -7% | -$41.3K | 0.18% | 83 |
|
|
2021
Q1 | $548K | Sell |
5,495
-1,300
| -19% | -$130K | 0.2% | 77 |
|
|
2020
Q4 | $653K | Sell |
6,795
-339
| -5% | -$32.6K | 0.26% | 70 |
|
|
2020
Q3 | $593K | Sell |
7,134
-718
| -9% | -$59.7K | 0.27% | 66 |
|
|
2020
Q2 | $686K | Sell |
7,852
-665
| -8% | -$58.1K | 0.34% | 57 |
|
|
2020
Q1 | $747K | Sell |
8,517
-824,521
| -99% | -$72.3M | 0.43% | 51 |
|
|
2019
Q4 | $7.8M | Buy |
833,038
+825,351
| +10,737% | +$7.73M | 0.37% | 48 |
|
|
2019
Q3 | $865K | Buy |
7,687
+571
| +8% | +$64.3K | 0.45% | 50 |
|
|
2019
Q2 | $711K | Buy |
7,116
+1,320
| +23% | +$132K | 0.38% | 59 |
|
|
2019
Q1 | $578K | Buy |
+5,796
| New | +$578K | 0.32% | 60 |
|