Carson Wealth (CWM LLC)’s Intrepid Potash IPI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5K Buy
132
+38
+40% +$1.44K ﹤0.01% 4613
2025
Q1
$3K Buy
94
+3
+3% +$96 ﹤0.01% 4624
2024
Q4
$2K Sell
91
-16
-15% -$352 ﹤0.01% 4547
2024
Q3
$3K Buy
107
+46
+75% +$1.29K ﹤0.01% 4281
2024
Q2
$1K Buy
61
+5
+9% +$82 ﹤0.01% 4399
2024
Q1
$1K Buy
56
+46
+460% +$821 ﹤0.01% 4145
2023
Q4
$0 Hold
10
﹤0.01% 4315
2023
Q3
$0 Hold
10
﹤0.01% 4324
2023
Q2
$0 Hold
10
﹤0.01% 4299
2023
Q1
$0 Hold
10
﹤0.01% 4175
2022
Q4
$0 Hold
10
﹤0.01% 4092
2022
Q3
$0 Hold
10
﹤0.01% 4025
2022
Q2
$0 Hold
10
﹤0.01% 3916
2022
Q1
$1K Hold
10
﹤0.01% 3341
2021
Q4
$0 Buy
+10
New ﹤0.01% 3541
2021
Q2
$0 Hold
10
﹤0.01% 2930
2021
Q1
$0 Hold
10
﹤0.01% 2930
2020
Q4
$0 Hold
10
﹤0.01% 2930
2020
Q3
$0 Buy
10
+9
+900% ﹤0.01% 2930
2020
Q2
$0 Hold
1
﹤0.01% 2930
2020
Q1
$0 Hold
1
﹤0.01% 2930
2019
Q4
$0 Hold
1
﹤0.01% 2930
2019
Q3
$0 Hold
1
﹤0.01% 2930
2019
Q2
$0 Hold
1
﹤0.01% 2930
2019
Q1
$0 Buy
+1
New ﹤0.01% 3067