AE Wealth Management’s Ideal Power IPWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,530
| Closed | -$73.8K | – | 1569 |
|
|
2023
Q4 | $73.8K | Hold |
10,530
| – | – | ﹤0.01% | 1960 |
|
|
2023
Q3 | $102K | Hold |
10,530
| – | – | ﹤0.01% | 1834 |
|
|
2023
Q2 | $124K | Sell |
10,530
-8,000
| -43% | -$94.4K | ﹤0.01% | 1783 |
|
|
2023
Q1 | $194K | Sell |
18,530
-370
| -2% | -$3.87K | ﹤0.01% | 1741 |
|
|
2022
Q4 | $202K | Hold |
18,900
| – | – | ﹤0.01% | 1665 |
|
|
2022
Q3 | $196K | Hold |
18,900
| – | – | ﹤0.01% | 1609 |
|
|
2022
Q2 | $231K | Buy |
+18,900
| New | +$231K | ﹤0.01% | 1536 |
|