CAPTRUST Financial Advisors’s Intrepid Potash IPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-882
| Closed | -$40K | – | 3044 |
|
|
2022
Q2 | $40K | Buy |
882
+730
| +480% | +$33.1K | ﹤0.01% | 2924 |
|
|
2022
Q1 | $12K | Buy |
152
+92
| +153% | +$7.26K | ﹤0.01% | 3705 |
|
|
2021
Q4 | $3K | Buy |
60
+29
| +94% | +$1.45K | ﹤0.01% | 4279 |
|
|
2021
Q3 | $1K | Sell |
31
-54
| -64% | -$1.74K | ﹤0.01% | 4436 |
|
|
2021
Q2 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 4033 |
|