Penn Series SMID Cap Value Fund IDA Holdings History
Penn Series SMID Cap Value Fund's Idacorp Inc Holding Summary
As of 2025-03-31, Penn Series SMID Cap Value Fund held 6,715.00 shares of Idacorp Inc(IDA), totaling $780,420.00. This investment constitutes 1.69% of their stock portfolio, and Penn Series SMID Cap Value Fund now holds 0.01% of the outstanding Idacorp Inc(IDA) stock.
The initial trade took place in 2020Q4. And since then Penn Series SMID Cap Value Fund has made 7 purchases of IDA, at an average price of $95.74, for a total of 12,019.00 shares. In addition, there have been 8 sales at an average price of $100.93 for 5,304.00 shares. Based on historical transaction data and IDA's current price of $122.66, Penn Series SMID Cap Value Fund's estimated gain on his IDA holdings is $208,321.14, reflecting a 18.10% gain to date.
Penn Series SMID Cap Value Fund IDA ($122.66) Holding Chart
Penn Series SMID Cap Value Fund IDA ($122.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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