Mercer Global 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 | $335K | Buy |
2,904
+615
| +27% | +$71K | ﹤0.01% | 1758 |
|
2025
Q1 | $266K | Buy |
+2,289
| New | +$266K | ﹤0.01% | 1828 |
|
2024
Q3 | – | Sell |
-2,946
| Closed | -$274K | – | 1999 |
|
2024
Q2 | $274K | Sell |
2,946
-167
| -5% | -$15.6K | ﹤0.01% | 1621 |
|
2024
Q1 | $289K | Sell |
3,113
-312
| -9% | -$29K | ﹤0.01% | 1582 |
|
2023
Q4 | $337K | Sell |
3,425
-275
| -7% | -$27.1K | ﹤0.01% | 1535 |
|
2023
Q3 | $347K | Buy |
3,700
+1,575
| +74% | +$148K | ﹤0.01% | 1436 |
|
2023
Q2 | $218K | Sell |
2,125
-421
| -17% | -$43.2K | ﹤0.01% | 1698 |
|
2023
Q1 | $276K | Buy |
2,546
+129
| +5% | +$14K | ﹤0.01% | 1561 |
|
2022
Q4 | $261K | Buy |
2,417
+48
| +2% | +$5.18K | ﹤0.01% | 1563 |
|
2022
Q3 | $235K | Sell |
2,369
-301
| -11% | -$29.9K | ﹤0.01% | 1553 |
|
2022
Q2 | $283K | Buy |
2,670
+318
| +14% | +$33.7K | ﹤0.01% | 1449 |
|
2022
Q1 | $271K | Buy |
2,352
+500
| +27% | +$57.6K | ﹤0.01% | 1561 |
|
2021
Q4 | $210K | Buy |
+1,852
| New | +$210K | ﹤0.01% | 1627 |
|
2020
Q2 | – | Sell |
-2,936
| Closed | -$258K | – | 1085 |
|
2020
Q1 | $258K | Buy |
2,936
+82
| +3% | +$7.21K | 0.01% | 857 |
|
2019
Q4 | $305K | Buy |
2,854
+424
| +17% | +$45.3K | 0.01% | 913 |
|
2019
Q3 | $273K | Buy |
2,430
+157
| +7% | +$17.6K | 0.01% | 922 |
|
2019
Q2 | $228K | Sell |
2,273
-294
| -11% | -$29.5K | 0.01% | 997 |
|
2019
Q1 | $256K | Buy |
+2,567
| New | +$256K | 0.01% | 883 |
|