Reilly Financial Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $79K | Hold |
700
| – | – | 0.01% | 324 |
|
2021
Q3 | $72K | Hold |
700
| – | – | 0.01% | 319 |
|
2021
Q2 | $68K | Hold |
700
| – | – | 0.01% | 324 |
|
2021
Q1 | $70K | Hold |
700
| – | – | 0.01% | 307 |
|
2020
Q4 | $67K | Hold |
700
| – | – | 0.01% | 297 |
|
2020
Q3 | $56K | Hold |
700
| – | – | 0.01% | 293 |
|
2020
Q2 | $61K | Hold |
700
| – | – | 0.01% | 281 |
|
2020
Q1 | $61K | Hold |
700
| – | – | 0.01% | 264 |
|
2019
Q4 | $75K | Hold |
700
| – | – | 0.01% | 276 |
|
2019
Q3 | $79K | Hold |
700
| – | – | 0.01% | 277 |
|
2019
Q2 | $70K | Hold |
700
| – | – | 0.01% | 300 |
|
2019
Q1 | $70K | Hold |
700
| – | – | 0.01% | 290 |
|
2018
Q4 | $65K | Hold |
700
| – | – | 0.01% | 280 |
|
2018
Q3 | $69K | Hold |
700
| – | – | 0.01% | 302 |
|
2018
Q2 | $65K | Hold |
700
| – | – | 0.01% | 269 |
|
2018
Q1 | $62K | Hold |
700
| – | – | 0.01% | 271 |
|
2017
Q4 | $64K | Hold |
700
| – | – | 0.01% | 287 |
|
2017
Q3 | $62K | Hold |
700
| – | – | 0.01% | 278 |
|
2017
Q2 | $60K | Hold |
700
| – | – | 0.01% | 283 |
|
2017
Q1 | $58K | Sell |
700
-200
| -22% | -$16.6K | 0.01% | 272 |
|
2016
Q4 | $72K | Hold |
900
| – | – | 0.01% | 234 |
|
2016
Q3 | $70K | Hold |
900
| – | – | 0.01% | 232 |
|
2016
Q2 | $73K | Hold |
900
| – | – | 0.01% | 220 |
|
2016
Q1 | $67K | Sell |
900
-12
| -1% | -$893 | 0.01% | 250 |
|
2015
Q4 | $62K | Hold |
912
| – | – | 0.01% | 269 |
|
2015
Q3 | $59K | Buy |
912
+12
| +1% | +$776 | 0.01% | 361 |
|
2015
Q2 | $51K | Hold |
900
| – | – | 0.01% | 428 |
|
2015
Q1 | $57K | Buy |
+900
| New | +$57K | 0.01% | 392 |
|