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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

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All positions including Ida held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ida by Heritage Wealth Management

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