Raymond James Financial Services Advisors’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 |
-7,946
| Closed | -$314K | – | 3268 |
|
|
2022
Q3 | $314K | Sell |
7,946
-14,054
| -64% | -$555K | ﹤0.01% | 2534 |
|
|
2022
Q2 | $996K | Buy |
22,000
+7,737
| +54% | +$350K | ﹤0.01% | 1828 |
|
|
2022
Q1 | $1.17M | Buy |
+14,263
| New | +$1.17M | ﹤0.01% | 1840 |
|
|
2018
Q4 | – | Sell |
-2,900
| Closed | -$104K | – | 2647 |
|
|
2018
Q3 | $104K | Sell |
2,900
-8,600
| -75% | -$308K | ﹤0.01% | 2648 |
|
|
2018
Q2 | $472K | Buy |
11,500
+1,200
| +12% | +$49.3K | ﹤0.01% | 1909 |
|
|
2018
Q1 | $375K | Sell |
10,300
-4,300
| -29% | -$157K | ﹤0.01% | 1907 |
|
|
2017
Q4 | $695K | Buy |
+14,600
| New | +$695K | ﹤0.01% | 1512 |
|
|
2016
Q4 | – | Sell |
-1,025
| Closed | -$12K | – | 2346 |
|
|
2016
Q3 | $12K | Sell |
1,025
-135
| -12% | -$1.58K | ﹤0.01% | 2257 |
|
|
2016
Q2 | $17K | Hold |
1,160
| – | – | ﹤0.01% | 2199 |
|
|
2016
Q1 | $13K | Buy |
+1,160
| New | +$13K | ﹤0.01% | 2012 |
|