Liberty Wealth Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,010
| Closed | -$104K | – | 593 |
|
|
2021
Q3 | $104K | Buy |
1,010
+131
| +15% | +$13.5K | 0.04% | 280 |
|
|
2021
Q2 | $86K | Buy |
879
+510
| +138% | +$49.9K | 0.03% | 232 |
|
|
2021
Q1 | $32K | Hold |
369
| – | – | 0.02% | 373 |
|
|
2020
Q4 | $32K | Buy |
369
+1
| +0.3% | +$87 | 0.02% | 370 |
|
|
2020
Q3 | $29K | Buy |
368
+1
| +0.3% | +$79 | 0.02% | 332 |
|
|
2020
Q2 | $32K | Hold |
367
| – | – | 0.02% | 301 |
|
|
2020
Q1 | $32K | Sell |
367
-8
| -2% | -$698 | 0.03% | 272 |
|
|
2019
Q4 | $40K | Buy |
375
+1
| +0.3% | +$107 | 0.03% | 290 |
|
|
2019
Q3 | $42K | Sell |
374
-602
| -62% | -$67.6K | 0.04% | 258 |
|
|
2019
Q2 | $98K | Buy |
976
+600
| +160% | +$60.2K | 0.09% | 169 |
|
|
2019
Q1 | $37K | Buy |
376
+1
| +0.3% | +$98 | 0.03% | 248 |
|
|
2018
Q4 | $34K | Buy |
+375
| New | +$34K | 0.03% | 238 |
|