Creative Planning’s Intrepid Potash IPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-31,010
| Closed | -$31K | – | 1981 |
|
|
2020
Q2 | $31K | Sell |
31,010
-58,157
| -65% | -$58.1K | ﹤0.01% | 1754 |
|
|
2020
Q1 | $71K | Buy |
89,167
+1,000
| +1% | +$796 | ﹤0.01% | 1563 |
|
|
2019
Q4 | $239K | Buy |
88,167
+30,000
| +52% | +$81.3K | ﹤0.01% | 1530 |
|
|
2019
Q3 | $190K | Hold |
58,167
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q2 | $195K | Hold |
58,167
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q1 | $220K | Hold |
58,167
| – | – | ﹤0.01% | 1508 |
|
|
2018
Q4 | $151K | Sell |
58,167
-900
| -2% | -$2.34K | ﹤0.01% | 1554 |
|
|
2018
Q3 | $212K | Hold |
59,067
| – | – | ﹤0.01% | 1625 |
|
|
2018
Q2 | $242K | Sell |
59,067
-4,233
| -7% | -$17.3K | ﹤0.01% | 1490 |
|
|
2018
Q1 | $230K | Buy |
63,300
+42,000
| +197% | +$153K | ﹤0.01% | 1497 |
|
|
2017
Q4 | $101K | Buy |
+21,300
| New | +$101K | ﹤0.01% | 1718 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$2K | – | 2715 |
|
|
2017
Q2 | $2K | Sell |
1,000
-200
| -17% | -$400 | ﹤0.01% | 4220 |
|
|
2017
Q1 | $2K | Buy |
1,200
+200
| +20% | +$333 | ﹤0.01% | 4203 |
|
|
2016
Q4 | $2K | Sell |
1,000
-1
| -0.1% | -$2 | ﹤0.01% | 4159 |
|
|
2016
Q3 | $1K | Buy |
1,001
+350
| +54% | +$350 | ﹤0.01% | 4230 |
|
|
2016
Q2 | $1K | Buy |
+651
| New | +$1K | ﹤0.01% | 4045 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$1K | – | 4338 |
|
|
2015
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4007 |
|
|
2015
Q2 | – | Sell |
-5,100
| Closed | -$59K | – | 1935 |
|
|
2015
Q1 | $59K | Buy |
5,100
+5,000
| +5,000% | +$57.8K | ﹤0.01% | 1895 |
|
|
2014
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3856 |
|
|
2014
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3567 |
|
|
2013
Q4 | – | Sell |
-500
| Closed | -$8K | – | 3383 |
|
|
2013
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 2552 |
|
|
2013
Q2 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 2277 |
|