Phillips Wealth Planners’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
3,511
+62
| +2% | +$7.18K | 0.37% | 91 |
|
|
2025
Q1 | $405K | Sell |
3,449
-6
| -0.2% | -$704 | 0.43% | 77 |
|
|
2024
Q4 | $368K | Buy |
3,455
+3
| +0.1% | +$320 | 0.37% | 89 |
|
|
2024
Q3 | $361K | Sell |
3,452
-162
| -4% | -$16.9K | 0.35% | 102 |
|
|
2024
Q2 | $337K | Sell |
3,614
-16
| -0.4% | -$1.49K | 0.35% | 97 |
|
|
2024
Q1 | $324K | Buy |
3,630
+81
| +2% | +$7.22K | 0.37% | 98 |
|
|
2023
Q4 | $327K | Sell |
3,549
-273
| -7% | -$25.2K | 0.39% | 88 |
|
|
2023
Q3 | $364K | Buy |
3,822
+712
| +23% | +$67.9K | 0.49% | 77 |
|
|
2023
Q2 | $319K | Buy |
3,110
+42
| +1% | +$4.31K | 0.42% | 90 |
|
|
2023
Q1 | $343K | Buy |
3,068
+73
| +2% | +$8.15K | 0.45% | 85 |
|
|
2022
Q4 | $311K | Buy |
+2,995
| New | +$311K | 0.54% | 68 |
|