Plante Moran Financial Advisors’s Intrepid Potash IPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-25
| Closed | -$1K | – | 1066 |
|
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 831 |
|
|
2020
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 891 |
|
|
2020
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 814 |
|
|
2020
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 789 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 720 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 819 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 756 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 744 |
|
|
2018
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 804 |
|
|
2018
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 725 |
|
|
2018
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 763 |
|
|
2018
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 902 |
|
|
2017
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 832 |
|
|
2017
Q3 | $1K | Sell |
25
-25
| -50% | -$1K | ﹤0.01% | 770 |
|
|
2017
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 789 |
|
|
2017
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 830 |
|
|
2016
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 915 |
|
|
2014
Q2 | – | Sell |
-20
| Closed | -$3K | – | 843 |
|
|
2014
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 529 |
|
|
2013
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 592 |
|
|
2013
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 522 |
|
|
2013
Q2 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 466 |
|