Wealth Enhancement Advisory Services’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
15,402
+8,819
| +134% | +$1.02M | ﹤0.01% | 1409 |
|
|
2025
Q1 | $765K | Buy |
6,583
+456
| +7% | +$53K | ﹤0.01% | 1755 |
|
|
2024
Q4 | $670K | Buy |
6,127
+971
| +19% | +$106K | ﹤0.01% | 1772 |
|
|
2024
Q3 | $532K | Buy |
5,156
+372
| +8% | +$38.4K | ﹤0.01% | 1780 |
|
|
2024
Q2 | $446K | Buy |
4,784
+225
| +5% | +$21K | ﹤0.01% | 1717 |
|
|
2024
Q1 | $423K | Sell |
4,559
-61
| -1% | -$5.67K | ﹤0.01% | 1691 |
|
|
2023
Q4 | $454K | Sell |
4,620
-206
| -4% | -$20.3K | ﹤0.01% | 1561 |
|
|
2023
Q3 | $452K | Buy |
+4,826
| New | +$452K | ﹤0.01% | 1488 |
|
|
2022
Q4 | – | Sell |
-38,269
| Closed | -$3.69M | – | 345 |
|
|
2022
Q3 | $3.69M | Buy |
+38,269
| New | +$3.69M | 0.05% | 135 |
|
|
2022
Q2 | – | Sell |
-55,056
| Closed | -$6.32M | – | 350 |
|
|
2022
Q1 | $6.32M | Buy |
55,056
+2,743
| +5% | +$315K | 0.09% | 116 |
|
|
2021
Q4 | $5.74M | Buy |
+52,313
| New | +$5.74M | 0.08% | 109 |
|