Schubert & Co’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19
| Closed | -$2.06K | – | 731 |
|
|
2023
Q1 | $2.06K | Buy |
19
+4
| +27% | +$433 | ﹤0.01% | 906 |
|
|
2022
Q4 | $1.62K | Sell |
15
-7
| -32% | -$755 | ﹤0.01% | 978 |
|
|
2022
Q3 | $2K | Buy |
22
+9
| +69% | +$818 | ﹤0.01% | 822 |
|
|
2022
Q2 | $1K | Buy |
13
+5
| +63% | +$385 | ﹤0.01% | 1135 |
|
|
2022
Q1 | $1K | Sell |
8
-1
| -11% | -$125 | ﹤0.01% | 739 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 695 |
|