Valeo Financial Advisors’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
2,319
+140
| +6% | +$16.2K | 0.01% | 612 |
|
|
2025
Q1 | $253K | Buy |
+2,179
| New | +$253K | 0.01% | 570 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$3K | – | 1029 |
|
|
2021
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 1615 |
|
|
2020
Q3 | – | Sell |
-13
| Closed | -$1K | – | 1773 |
|
|
2020
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1809 |
|
|
2018
Q4 | – | Sell |
-34
| Closed | -$3K | – | 1590 |
|
|
2018
Q3 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 1338 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1583 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1434 |
|