TWA
TCI Wealth Advisors’s Idacorp IDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12
| Closed | -$1.3K | – | 1135 |
|
|
2023
Q1 | $1.3K | Sell |
12
-300
| -96% | -$32.5K | ﹤0.01% | 2062 |
|
|
2022
Q4 | $33.6K | Hold |
312
| – | – | ﹤0.01% | 512 |
|
|
2022
Q3 | $31K | Hold |
312
| – | – | 0.01% | 505 |
|
|
2022
Q2 | $33K | Buy |
312
+300
| +2,500% | +$31.7K | 0.01% | 477 |
|
|
2022
Q1 | $1K | Buy |
12
+7
| +140% | +$583 | ﹤0.01% | 2107 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 2203 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 2259 |
|
|
2021
Q2 | $0 | Sell |
5
-5
| -50% | – | ﹤0.01% | 2356 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 2058 |
|
|
2020
Q4 | $1K | Sell |
10
-7
| -41% | -$700 | ﹤0.01% | 1368 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1321 |
|
|
2020
Q2 | $1K | Buy |
17
+7
| +70% | +$412 | ﹤0.01% | 1254 |
|
|
2020
Q1 | $1K | Sell |
10
-24
| -71% | -$2.4K | ﹤0.01% | 1247 |
|
|
2019
Q4 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 917 |
|