Glassman Wealth Services’s Intrepid Potash IPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7
| Closed | -$193 | – | 1964 |
|
|
2023
Q1 | $193 | Hold |
7
| – | – | ﹤0.01% | 1808 |
|
|
2022
Q4 | $202 | Buy |
7
+3
| +75% | +$87 | ﹤0.01% | 1797 |
|
|
2022
Q3 | $0 | Sell |
4
-7
| -64% | – | ﹤0.01% | 1823 |
|
|
2022
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1832 |
|
|
2015
Q2 | – | Sell |
-193
| Closed | -$22K | – | 431 |
|
|
2015
Q1 | $22K | Hold |
193
| – | – | 0.02% | 214 |
|
|
2014
Q4 | $27K | Buy |
+193
| New | +$27K | 0.02% | 210 |
|