Omnia 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 |
-17
| Closed | -$2K | – | 298 |
|
|
2019
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 465 |
|
|
2018
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 415 |
|
|
2018
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 453 |
|
|
2018
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 433 |
|
|
2018
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 444 |
|
|
2017
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 451 |
|
|
2017
Q3 | $1K | Sell |
17
-30
| -64% | -$1.77K | ﹤0.01% | 573 |
|
|
2017
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 458 |
|
|
2017
Q1 | $4K | Hold |
47
| – | – | ﹤0.01% | 446 |
|
|
2016
Q4 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 441 |
|