Whittier Trust’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.39K | Hold |
64
| – | – | ﹤0.01% | 1283 |
|
2025
Q1 | $7.44K | Hold |
64
| – | – | ﹤0.01% | 1263 |
|
2024
Q4 | $6.99K | Hold |
64
| – | – | ﹤0.01% | 1309 |
|
2024
Q3 | $6.6K | Hold |
64
| – | – | ﹤0.01% | 1341 |
|
2024
Q2 | $5.96K | Hold |
64
| – | – | ﹤0.01% | 1325 |
|
2024
Q1 | $5.94K | Hold |
64
| – | – | ﹤0.01% | 1334 |
|
2023
Q4 | $6.29K | Sell |
64
-3
| -4% | -$295 | ﹤0.01% | 1295 |
|
2023
Q3 | $6.27K | Buy |
67
+3
| +5% | +$281 | ﹤0.01% | 1336 |
|
2023
Q2 | $6.57K | Hold |
64
| – | – | ﹤0.01% | 1332 |
|
2023
Q1 | $6.93K | Hold |
64
| – | – | ﹤0.01% | 1356 |
|
2022
Q4 | $6.9K | Hold |
64
| – | – | ﹤0.01% | 1346 |
|
2022
Q3 | $6K | Sell |
64
-30
| -32% | -$2.81K | ﹤0.01% | 1419 |
|
2022
Q2 | $10K | Hold |
94
| – | – | ﹤0.01% | 1323 |
|
2022
Q1 | $11K | Buy |
94
+30
| +47% | +$3.51K | ﹤0.01% | 1321 |
|
2021
Q4 | $7K | Buy |
+64
| New | +$7K | ﹤0.01% | 1362 |
|
2021
Q3 | – | Sell |
-400
| Closed | -$39K | – | 1531 |
|
2021
Q2 | $39K | Sell |
400
-1,030
| -72% | -$100K | ﹤0.01% | 1012 |
|
2021
Q1 | $143K | Buy |
1,430
+1,030
| +258% | +$103K | ﹤0.01% | 703 |
|
2020
Q4 | $38K | Hold |
400
| – | – | ﹤0.01% | 910 |
|
2020
Q3 | $32K | Buy |
+400
| New | +$32K | ﹤0.01% | 914 |
|