Mosaic Family Wealth’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,554
| Closed | -$155K | – | 371 |
|
|
2019
Q1 | $155K | Buy |
1,554
+10
| +0.6% | +$997 | 0.06% | 174 |
|
|
2018
Q4 | $144K | Hold |
1,544
| – | – | 0.06% | 180 |
|
|
2018
Q3 | $153K | Buy |
+1,544
| New | +$153K | 0.06% | 175 |
|
|
2017
Q4 | – | Sell |
-60
| Closed | -$5K | – | 785 |
|
|
2017
Q3 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 694 |
|