Private Wealth Management Group’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Sell |
134
-7
| -5% | -$808 | 0.01% | 369 |
|
|
2025
Q1 | $16.4K | Sell |
141
-4
| -3% | -$465 | 0.01% | 344 |
|
|
2024
Q4 | $15.8K | Sell |
145
-1
| -0.7% | -$109 | 0.01% | 369 |
|
|
2024
Q3 | $15.1K | Hold |
146
| – | – | 0.01% | 350 |
|
|
2024
Q2 | $13.6K | Buy |
146
+101
| +224% | +$9.41K | 0.01% | 367 |
|
|
2024
Q1 | $4.18K | Sell |
45
-4
| -8% | -$372 | ﹤0.01% | 682 |
|
|
2023
Q4 | $4.82K | Buy |
+49
| New | +$4.82K | ﹤0.01% | 641 |
|