Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79K | Sell |
50
-50
| -50% | -$1.79K | ﹤0.01% | 2841 |
|
|
2025
Q1 | $2.94K | Buy |
100
+50
| +100% | +$1.47K | ﹤0.01% | 2889 |
|
|
2024
Q4 | $1.1K | Hold |
50
| – | – | ﹤0.01% | 2748 |
|
|
2024
Q3 | $1.2K | Hold |
50
| – | – | ﹤0.01% | 2407 |
|
|
2024
Q2 | $1.17K | Hold |
50
| – | – | ﹤0.01% | 1963 |
|
|
2024
Q1 | $1.04K | Hold |
50
| – | – | ﹤0.01% | 2011 |
|
|
2023
Q4 | $1.2K | Hold |
50
| – | – | ﹤0.01% | 1992 |
|
|
2023
Q3 | $1.26K | Hold |
50
| – | – | ﹤0.01% | 1995 |
|
|
2023
Q2 | $1.14K | Hold |
50
| – | – | ﹤0.01% | 2008 |
|
|
2023
Q1 | $1.38K | Hold |
50
| – | – | ﹤0.01% | 1957 |
|
|
2022
Q4 | $1.44K | Hold |
50
| – | – | ﹤0.01% | 1924 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1937 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2392 |
|
|
2022
Q1 | $4K | Sell |
50
-50
| -50% | -$4K | ﹤0.01% | 2405 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2460 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2572 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2578 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 2801 |
|
|
2020
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2620 |
|