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 |
|