Ida shares owned by Phillips Wealth Planners
Historical chart of Phillips Wealth Planners investment in Ida
Tip: Access up to 7 years of quarterly data
All positions including Ida held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ida by Phillips Wealth Planners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $324k | 3.6k | 89.15 |
2023-12-31 | $327k | 3.5k | 92.13 |
2023-09-30 | $365k | 3.8k | 95.36 |
2023-06-30 | $319k | 3.1k | 102.60 |
2023-03-31 | $343k | 3.1k | 111.67 |
2022-12-31 | $311k | 3.0k | 103.96 |
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