TD Private Client Wealth’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-68
| Closed | -$6.98K | – | 1244 |
|
|
2023
Q2 | $6.98K | Hold |
68
| – | – | ﹤0.01% | 1093 |
|
|
2023
Q1 | $7.37K | Buy |
+68
| New | +$7.37K | ﹤0.01% | 1072 |
|
|
2022
Q4 | – | Sell |
-15
| Closed | -$1.49K | – | 1235 |
|
|
2022
Q3 | $1.49K | Hold |
15
| – | – | ﹤0.01% | 1132 |
|
|
2022
Q2 | $1.59K | Sell |
15
-17
| -53% | -$1.8K | ﹤0.01% | 1151 |
|
|
2022
Q1 | $3.69K | Sell |
32
-3
| -9% | -$346 | ﹤0.01% | 1120 |
|
|
2021
Q4 | $3.97K | Buy |
35
+27
| +338% | +$3.06K | ﹤0.01% | 959 |
|
|
2021
Q3 | $827 | Hold |
8
| – | – | ﹤0.01% | 1124 |
|
|
2021
Q2 | $780 | Buy |
8
+4
| +100% | +$390 | ﹤0.01% | 1140 |
|
|
2021
Q1 | $400 | Sell |
4
-3
| -43% | -$300 | ﹤0.01% | 1147 |
|
|
2020
Q4 | $672 | Hold |
7
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q3 | $559 | Sell |
7
-439
| -98% | -$35.1K | ﹤0.01% | 1024 |
|
|
2020
Q2 | $39K | Sell |
446
-248
| -36% | -$21.7K | ﹤0.01% | 642 |
|
|
2020
Q1 | $60.9K | Buy |
694
+643
| +1,261% | +$56.4K | ﹤0.01% | 554 |
|
|
2019
Q4 | $5.45K | Buy |
+51
| New | +$5.45K | ﹤0.01% | 807 |
|