LPL Financial’s Intrepid Potash IPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,456
| Closed | -$414K | – | 4472 |
|
|
2022
Q3 | $414K | Buy |
10,456
+467
| +5% | +$18.5K | ﹤0.01% | 3303 |
|
|
2022
Q2 | $452K | Buy |
9,989
+4,389
| +78% | +$199K | ﹤0.01% | 3276 |
|
|
2022
Q1 | $460K | Buy |
+5,600
| New | +$460K | ﹤0.01% | 3257 |
|
|
2021
Q2 | – | Sell |
-14,699
| Closed | -$479K | – | 4239 |
|
|
2021
Q1 | $479K | Buy |
+14,699
| New | +$479K | ﹤0.01% | 3044 |
|
|
2018
Q2 | – | Sell |
-3,170
| Closed | -$115K | – | 3228 |
|
|
2018
Q1 | $115K | Buy |
3,170
+400
| +14% | +$14.5K | ﹤0.01% | 3042 |
|
|
2017
Q4 | $132K | Buy |
+2,770
| New | +$132K | ﹤0.01% | 2879 |
|