True Wealth Design’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $578 | Sell |
5
-2
| -29% | -$231 | ﹤0.01% | 1687 |
|
2025
Q1 | $814 | Buy |
7
+1
| +17% | +$116 | ﹤0.01% | 1344 |
|
2024
Q4 | $656 | Buy |
+6
| New | +$656 | ﹤0.01% | 1044 |
|
2023
Q2 | – | Sell |
-7
| Closed | -$759 | – | 829 |
|
2023
Q1 | $759 | Buy |
+7
| New | +$759 | ﹤0.01% | 442 |
|