LPL Financial’s Idaho Strategic Resources IDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-45,549
| Closed | -$652K | – | 5449 |
|
|
2025
Q1 | $652K | Buy |
45,549
+5,381
| +13% | +$77K | ﹤0.01% | 3874 |
|
|
2024
Q4 | $409K | Sell |
40,168
-7,378
| -16% | -$75.2K | ﹤0.01% | 4188 |
|
|
2024
Q3 | $764K | Buy |
+47,546
| New | +$764K | ﹤0.01% | 3595 |
|
|
2022
Q4 | – | Sell |
-57,674
| Closed | -$274K | – | 4468 |
|
|
2022
Q3 | $274K | Sell |
57,674
-15,284
| -21% | -$72.6K | ﹤0.01% | 3656 |
|
|
2022
Q2 | $574K | Buy |
+72,958
| New | +$574K | ﹤0.01% | 3071 |
|