Chico Wealth RIA’s iPower IPW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Hold |
236,795
| – | – | 0.12% | 32 |
|
|
2025
Q1 | $118K | Hold |
236,795
| – | – | 0.1% | 30 |
|
|
2024
Q4 | $197K | Buy |
+236,795
| New | +$197K | 0.17% | 29 |
|
|
2024
Q2 | – | Sell |
-250,000
| Closed | -$133K | – | 29 |
|
|
2024
Q1 | $133K | Hold |
250,000
| – | – | 0.13% | 28 |
|
|
2023
Q4 | $113K | Hold |
250,000
| – | – | 0.12% | 32 |
|
|
2023
Q3 | $180K | Hold |
250,000
| – | – | 0.22% | 26 |
|
|
2023
Q2 | $275K | Hold |
250,000
| – | – | 0.33% | 18 |
|
|
2023
Q1 | $134K | Buy |
+250,000
| New | +$134K | 0.17% | 21 |
|