Wellington Shields Capital Management’s Idacorp IDA Stock Holding History

Wellington Shields Capital Management’s Portfolio IDA Stock Details IDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$462K	Hold	4,000	–	–	0.08%	155
2025 Q1	$465K	Hold	4,000	–	–	0.08%	147
2024 Q4	$437K	Hold	4,000	–	–	0.08%	162
2024 Q3	$412K	Hold	4,000	–	–	0.07%	175
2024 Q2	$373K	Hold	4,000	–	–	0.07%	180
2024 Q1	$372K	Hold	4,000	–	–	0.07%	181
2023 Q4	$393K	Hold	4,000	–	–	0.05%	170
2023 Q3	$375K	Hold	4,000	–	–	0.05%	168
2023 Q2	$410K	Hold	4,000	–	–	0.05%	163
2023 Q1	$433K	Hold	4,000	–	–	0.05%	160
2022 Q4	$431K	Hold	4,000	–	–	0.05%	158
2022 Q3	$396K	Hold	4,000	–	–	0.09%	163
2022 Q2	$424K	Hold	4,000	–	–	0.05%	166
2022 Q1	$461K	Hold	4,000	–	–	0.05%	181
2021 Q4	$453K	Hold	4,000	–	–	0.06%	217
2021 Q3	$414K	Hold	4,000	–	–	0.06%	197
2021 Q2	$390K	Hold	4,000	–	–	0.05%	224
2021 Q1	$400K	Hold	4,000	–	–	0.04%	221
2020 Q4	$384K	Hold	4,000	–	–	0.05%	201
2020 Q3	$320K	Hold	4,000	–	–	0.05%	184
2020 Q2	$349K	Hold	4,000	–	–	0.06%	181
2020 Q1	$351K	Hold	4,000	–	–	0.07%	170
2019 Q4	$427K	Hold	4,000	–	–	0.07%	188
2019 Q3	$451K	Hold	4,000	–	–	0.07%	185
2019 Q2	$402K	Hold	4,000	–	–	0.07%	202
2019 Q1	$398K	Hold	4,000	–	–	0.07%	205
2018 Q4	$372K	Hold	4,000	–	–	0.07%	201
2018 Q3	$397K	Hold	4,000	–	–	0.06%	220
2018 Q2	$369K	Hold	4,000	–	–	0.06%	226
2018 Q1	$353K	Hold	4,000	–	–	0.05%	242
2017 Q4	$365K	Hold	4,000	–	–	0.06%	249
2017 Q3	$352K	Hold	4,000	–	–	0.06%	244
2017 Q2	$341K	Hold	4,000	–	–	0.06%	254
2017 Q1	$332K	Hold	4,000	–	–	0.05%	248
2016 Q4	$322K	Hold	4,000	–	–	0.05%	245
2016 Q3	$313K	Hold	4,000	–	–	0.05%	253
2016 Q2	$325K	Hold	4,000	–	–	0.06%	247
2016 Q1	$298K	Hold	4,000	–	–	0.05%	256
2015 Q4	$272K	Hold	4,000	–	–	0.05%	261
2015 Q3	$259K	Hold	4,000	–	–	0.04%	258
2015 Q2	$225K	Hold	4,000	–	–	0.03%	309
2015 Q1	$251K	Hold	4,000	–	–	0.04%	297
2014 Q4	$265K	Hold	4,000	–	–	0.04%	289
2014 Q3	$214K	Hold	4,000	–	–	0.04%	319
2014 Q2	$231K	Hold	4,000	–	–	0.04%	324
2014 Q1	$222K	Hold	4,000	–	–	0.04%	317
2013 Q4	$207K	Buy	+4,000	New	+$207K	0.04%	299