IFP Advisors’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 | – | Hold |
0
| – | -$206 | – | 4098 |
|
2025
Q1 | – | Hold |
0
| – | -$153 | – | 3660 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 3864 |
|
2024
Q3 | – | Sell |
-21
| Closed | -$492 | – | 3377 |
|
2024
Q2 | $492 | Hold |
21
| – | – | ﹤0.01% | 3089 |
|
2024
Q1 | $438 | Hold |
21
| – | – | ﹤0.01% | 2991 |
|
2023
Q4 | $502 | Hold |
21
| – | – | ﹤0.01% | 2874 |
|
2023
Q3 | $528 | Hold |
21
| – | – | ﹤0.01% | 3100 |
|
2023
Q2 | $476 | Hold |
21
| – | – | ﹤0.01% | 3202 |
|
2023
Q1 | $276 | Sell |
21
-583
| -97% | -$7.66K | ﹤0.01% | 3247 |
|
2022
Q4 | $10K | Buy |
604
+80
| +15% | +$1.33K | ﹤0.01% | 3384 |
|
2022
Q3 | $9K | Buy |
524
+500
| +2,083% | +$8.59K | ﹤0.01% | 3718 |
|
2022
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 4138 |
|
2022
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 4138 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3958 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3701 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3608 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 3479 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 3353 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 3211 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 3177 |
|
2018
Q2 | – | Sell |
-110
| Closed | -$5K | – | 3914 |
|
2018
Q1 | $5K | Hold |
110
| – | – | ﹤0.01% | 3170 |
|
2017
Q4 | $5K | Buy |
110
+97
| +746% | +$4.41K | ﹤0.01% | 3167 |
|
2017
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 3872 |
|
2017
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 4107 |
|
2017
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 4022 |
|
2016
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 4021 |
|
2016
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 3942 |
|
2016
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 3998 |
|
2016
Q1 | – | Sell |
-10
| Closed | – | – | 2885 |
|
2015
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3746 |
|