Wellington Shields & Co’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $57.7K | Hold |
500
| – | – | 0.02% | 285 |
|
2025
Q1 | $58.1K | Hold |
500
| – | – | 0.02% | 269 |
|
2024
Q4 | $54.6K | Hold |
500
| – | – | 0.02% | 266 |
|
2024
Q3 | $51.5K | Hold |
500
| – | – | 0.02% | 288 |
|
2024
Q2 | $46.6K | Hold |
500
| – | – | 0.02% | 279 |
|
2024
Q1 | $46.4K | Hold |
500
| – | – | 0.02% | 277 |
|
2023
Q4 | $49.2K | Hold |
500
| – | – | 0.02% | 270 |
|
2023
Q3 | $46.8K | Sell |
500
-350
| -41% | -$32.8K | 0.01% | 262 |
|
2023
Q2 | $87.2K | Hold |
850
| – | – | 0.02% | 248 |
|
2023
Q1 | $92.1K | Hold |
850
| – | – | 0.02% | 254 |
|
2022
Q4 | $91.7K | Hold |
850
| – | – | 0.02% | 250 |
|
2022
Q3 | $84K | Hold |
850
| – | – | 0.04% | 231 |
|
2022
Q2 | $90K | Buy |
+850
| New | +$90K | 0.02% | 236 |
|