AIMZ Investment Advisors’s Intrepid Potash IPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-6,970
| Closed | -$805K | – | 97 |
|
|
2016
Q1 | $805K | Buy |
6,970
+2,845
| +69% | +$329K | 0.35% | 74 |
|
|
2015
Q4 | $122K | Sell |
4,125
-2,815
| -41% | -$83.3K | 0.11% | 95 |
|
|
2015
Q3 | $384K | Sell |
6,940
-30
| -0.4% | -$1.66K | 0.35% | 75 |
|
|
2015
Q2 | $832K | Hold |
6,970
| – | – | 0.72% | 50 |
|
|
2015
Q1 | $805K | Sell |
6,970
-120
| -2% | -$13.9K | 0.69% | 51 |
|
|
2014
Q4 | $984K | Buy |
+7,090
| New | +$984K | 0.88% | 41 |
|