Ida shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Ida (IDA) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Ida
Tip: Access up to 7 years of quarterly data
All positions including Ida held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-12-31 | $649k | 6.0k | 107.84 |
2022-09-30 | $268k | 2.7k | 98.86 |
2022-06-30 | $280k | 2.6k | 105.94 |
2022-03-31 | $281k | 2.4k | 115.45 |
2021-09-30 | $132k | 1.3k | 103.61 |
2021-06-30 | $105k | 1.1k | 97.40 |
2021-03-31 | $68k | 678 | 100.30 |
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