Patriot Financial Group Insurance Agency’s Intrepid Potash IPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-300
| Closed | -$14K | – | 1147 |
|
|
2022
Q2 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 1133 |
|
|
2022
Q1 | – | Sell |
-2,780
| Closed | -$119K | – | 2143 |
|
|
2021
Q4 | $119K | Buy |
2,780
+680
| +32% | +$29.1K | 0.02% | 596 |
|
|
2021
Q3 | $65K | Sell |
2,100
-100
| -5% | -$3.1K | 0.01% | 778 |
|
|
2021
Q2 | $70K | Buy |
+2,200
| New | +$70K | 0.01% | 728 |
|