Virtus Ceredex Small-Cap Value Equity Fund IDA Holdings History
Virtus Ceredex Small-Cap Value Equity Fund's Idacorp Inc Holding Summary
As of 2025-03-31, VIRTUS ASSET TRUST held 17,400.00 shares of Idacorp Inc(IDA), totaling $2.02 Mil. This investment constitutes 2.16% of their stock portfolio, and VIRTUS ASSET TRUST now holds 0.03% of the outstanding Idacorp Inc(IDA) stock.
The initial trade took place in 2023Q4. And since then Virtus Ceredex Small-Cap Value Equity Fund has made 2 purchases of IDA, at an average price of $96.54, for a total of 19,900.00 shares. In addition, there have been 3 sales at an average price of $104.37 for 2,500.00 shares. Based on historical transaction data and IDA's current price of $118.93, Virtus Ceredex Small-Cap Value Equity Fund's estimated gain on his IDA holdings is $409,184.00, reflecting a 21.30% gain to date.
Virtus Ceredex Small-Cap Value Equity Fund IDA ($118.93) Holding Chart
Virtus Ceredex Small-Cap Value Equity Fund IDA ($118.93) 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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