Kingswood 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
Sell
-1,884
Closed -$219K 767
2025
Q1
$219K Hold
1,884
0.02% 656
2024
Q4
$206K Buy
+1,884
New +$206K 0.02% 724