Stratos Wealth Partners’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-454
| Closed | -$45K | – | 1586 |
|
2018
Q3 | $45K | Buy |
+454
| New | +$45K | ﹤0.01% | 1507 |
|
2018
Q2 | – | Sell |
-507
| Closed | -$45K | – | 1710 |
|
2018
Q1 | $45K | Buy |
507
+197
| +64% | +$17.5K | ﹤0.01% | 1632 |
|
2017
Q4 | $28K | Buy |
+310
| New | +$28K | ﹤0.01% | 1786 |
|