Perigon Wealth Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
2,872
| – | – | 0.01% | 809 |
|
|
2025
Q1 | $334K | Buy |
2,872
+45
| +2% | +$5.23K | 0.01% | 770 |
|
|
2024
Q4 | $311K | Buy |
2,827
+112
| +4% | +$12.3K | 0.01% | 800 |
|
|
2024
Q3 | $280K | Buy |
+2,715
| New | +$280K | 0.01% | 814 |
|
|
2021
Q1 | – | Sell |
-469
| Closed | -$45K | – | 733 |
|
|
2020
Q4 | $45K | Buy |
+469
| New | +$45K | 0.01% | 769 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$35K | – | 413 |
|
|
2018
Q1 | $35K | Hold |
400
| – | – | 0.01% | 363 |
|
|
2017
Q4 | $37K | Hold |
400
| – | – | 0.01% | 328 |
|
|
2017
Q3 | $35K | Buy |
+400
| New | +$35K | 0.01% | 381 |
|