Wealthspire Advisors (Maryland)’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-564
| Closed | -$56K | – | 1191 |
|
|
2019
Q1 | $56K | Sell |
564
-116
| -17% | -$11.5K | ﹤0.01% | 856 |
|
|
2018
Q4 | $63K | Sell |
680
-17
| -2% | -$1.58K | 0.01% | 757 |
|
|
2018
Q3 | $69K | Buy |
697
+51
| +8% | +$5.05K | 0.01% | 837 |
|
|
2018
Q2 | $60K | Buy |
646
+19
| +3% | +$1.77K | 0.01% | 902 |
|
|
2018
Q1 | $55K | Sell |
627
-87
| -12% | -$7.63K | 0.01% | 941 |
|
|
2017
Q4 | $65K | Sell |
714
-43
| -6% | -$3.92K | 0.01% | 897 |
|
|
2017
Q3 | $67K | Buy |
757
+104
| +16% | +$9.21K | 0.01% | 869 |
|
|
2017
Q2 | $56K | Hold |
653
| – | – | 0.01% | 907 |
|
|
2017
Q1 | $54K | Sell |
653
-9
| -1% | -$744 | 0.01% | 780 |
|
|
2016
Q4 | $53K | Sell |
662
-133
| -17% | -$10.6K | 0.01% | 752 |
|
|
2016
Q3 | $62K | Buy |
795
+126
| +19% | +$9.83K | 0.01% | 718 |
|
|
2016
Q2 | $54K | Buy |
669
+114
| +21% | +$9.2K | 0.01% | 713 |
|
|
2016
Q1 | $41K | Buy |
555
+8
| +1% | +$591 | 0.01% | 752 |
|
|
2015
Q4 | $37K | Buy |
+547
| New | +$37K | 0.01% | 795 |
|