Plante Moran Financial Advisors’s Intrepid Potash IPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	892
2020 Q2	$0	Hold	25	–	–	﹤0.01%	815
2020 Q1	$0	Hold	25	–	–	﹤0.01%	791
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	721
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	819
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	758
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	746
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	806
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	727
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	765
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	904
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	832
2017 Q3	$1K	Sell	25 -25	-50%	-$843	﹤0.01%	770
2017 Q2	$1K	Hold	50	–	–	﹤0.01%	789
2017 Q1	$1K	Hold	50	–	–	﹤0.01%	831
2016 Q4	$1K	Buy	+50	New	+$740	﹤0.01%	916
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	+$3.67K	﹤0.01%	466