SWS
SYSTM Wealth Solutions’s Idacorp IDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-91
| Closed | -$8.48K | – | 345 |
|
|
2024
Q2 | $8.48K | Sell |
91
-10,764
| -99% | -$1M | ﹤0.01% | 510 |
|
|
2024
Q1 | $1.01M | Sell |
10,855
-639
| -6% | -$59.4K | 0.13% | 197 |
|
|
2023
Q4 | $1.13M | Buy |
11,494
+80
| +0.7% | +$7.87K | 0.16% | 178 |
|
|
2023
Q3 | $1.07M | Buy |
11,414
+2,263
| +25% | +$212K | 0.16% | 173 |
|
|
2023
Q2 | $939K | Sell |
9,151
-469
| -5% | -$48.1K | 0.13% | 215 |
|
|
2023
Q1 | $1.04M | Sell |
9,620
-16,880
| -64% | -$1.83M | 0.16% | 168 |
|
|
2022
Q4 | $2.86M | Buy |
+26,500
| New | +$2.86M | 0.36% | 75 |
|