Magnus Financial Group’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-3,605
| Closed | -$315K | – | 458 |
|
2020
Q2 | $315K | Buy |
3,605
+491
| +16% | +$42.9K | 0.03% | 324 |
|
2020
Q1 | $273K | Buy |
3,114
+865
| +38% | +$75.8K | 0.04% | 311 |
|
2019
Q4 | $240K | Hold |
2,249
| – | – | 0.03% | 404 |
|
2019
Q3 | $253K | Hold |
2,249
| – | – | 0.05% | 340 |
|
2019
Q2 | $226K | Hold |
2,249
| – | – | 0.04% | 391 |
|
2019
Q1 | $224K | Sell |
2,249
-27
| -1% | -$2.69K | 0.05% | 378 |
|
2018
Q4 | $212K | Buy |
+2,276
| New | +$212K | 0.06% | 331 |
|