Focused Wealth Management’s Intrepid Potash IPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5
| Closed | – | – | 727 |
|
|
2019
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 697 |
|
|
2018
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 698 |
|
|
2018
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 655 |
|
|
2018
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 675 |
|
|
2018
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 698 |
|
|
2017
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 695 |
|
|
2017
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 670 |
|
|
2017
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 707 |
|
|
2017
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 696 |
|
|
2016
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 709 |
|
|
2016
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 680 |
|
|
2016
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 687 |
|
|
2016
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 676 |
|
|
2015
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 688 |
|
|
2015
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 684 |
|
|
2015
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 611 |
|
|
2015
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 630 |
|
|
2014
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 615 |
|
|
2014
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 625 |
|
|
2014
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 621 |
|
|
2014
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 584 |
|
|
2013
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 586 |
|
|
2013
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 549 |
|