Journey Strategic Wealth’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
5,162
+512
| +11% | +$59.1K | 0.02% | 254 |
|
|
2025
Q1 | $540K | Buy |
4,650
+448
| +11% | +$52.1K | 0.02% | 213 |
|
|
2024
Q4 | $459K | Buy |
4,202
+169
| +4% | +$18.5K | 0.02% | 239 |
|
|
2024
Q3 | $416K | Buy |
4,033
+594
| +17% | +$61.2K | 0.02% | 257 |
|
|
2024
Q2 | $320K | Buy |
3,439
+1,264
| +58% | +$118K | 0.01% | 233 |
|
|
2024
Q1 | $202K | Sell |
2,175
-378
| -15% | -$35.1K | 0.01% | 288 |
|
|
2023
Q4 | $251K | Buy |
+2,553
| New | +$251K | 0.01% | 168 |
|
|
2023
Q2 | – | Sell |
-3,184
| Closed | -$345K | – | 235 |
|
|
2023
Q1 | $345K | Buy |
3,184
+1,084
| +52% | +$117K | 0.04% | 135 |
|
|
2022
Q4 | $227K | Buy |
+2,100
| New | +$227K | 0.03% | 187 |
|