CWM
Cedar Wealth Management’s Intrepid Potash IPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-29,650
| Closed | -$29K | – | 223 |
|
|
2020
Q2 | $29K | Hold |
29,650
| – | – | 0.02% | 148 |
|
|
2020
Q1 | $24K | Buy |
29,650
+1,370
| +5% | +$1.11K | 0.02% | 152 |
|
|
2019
Q4 | $77K | Sell |
28,280
-39,025
| -58% | -$106K | 0.05% | 80 |
|
|
2019
Q3 | $220K | Sell |
67,305
-2,300
| -3% | -$7.52K | 0.15% | 64 |
|
|
2019
Q2 | $234K | Sell |
69,605
-1,180
| -2% | -$3.97K | 0.15% | 51 |
|
|
2019
Q1 | $268K | Sell |
70,785
-9,180
| -11% | -$34.8K | 0.17% | 45 |
|
|
2018
Q4 | $208K | Sell |
79,965
-925
| -1% | -$2.41K | 0.15% | 49 |
|
|
2018
Q3 | $290K | Buy |
80,890
+33,961
| +72% | +$122K | 0.15% | 48 |
|
|
2018
Q2 | $192K | Hold |
46,929
| – | – | 0.11% | 51 |
|
|
2018
Q1 | $171K | Buy |
46,929
+3,800
| +9% | +$13.8K | 0.11% | 62 |
|
|
2017
Q4 | $205K | Buy |
43,129
+7,174
| +20% | +$34.1K | 0.12% | 48 |
|
|
2017
Q3 | $157K | Buy |
35,955
+3,950
| +12% | +$17.2K | 0.09% | 66 |
|
|
2017
Q2 | $72K | Buy |
+32,005
| New | +$72K | 0.05% | 79 |
|