Nelson Capital Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-70
| Closed | -$5K | – | 257 |
|
|
2016
Q3 | $5K | Hold |
70
| – | – | ﹤0.01% | 230 |
|
|
2016
Q2 | $6K | Hold |
70
| – | – | ﹤0.01% | 227 |
|
|
2016
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 226 |
|
|
2015
Q4 | $5K | Sell |
70
-30
| -30% | -$2.14K | ﹤0.01% | 225 |
|
|
2015
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 218 |
|
|
2015
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 226 |
|
|
2015
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 226 |
|
|
2014
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 250 |
|
|
2014
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 277 |
|
|
2014
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 263 |
|
|
2014
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 225 |
|
|
2013
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 213 |
|
|
2013
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 200 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 199 |
|