Spire Wealth Management’s Intelligent Protection Management Corp. Common Stock IPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-300
| Closed | -$969 | – | 2528 |
|
|
2024
Q3 | $969 | Hold |
300
| – | – | ﹤0.01% | 2097 |
|
|
2024
Q2 | $1.21K | Hold |
300
| – | – | ﹤0.01% | 2092 |
|
|
2024
Q1 | $924 | Hold |
300
| – | – | ﹤0.01% | 2215 |
|
|
2023
Q4 | $933 | Hold |
300
| – | – | ﹤0.01% | 2279 |
|
|
2023
Q3 | $543 | Hold |
300
| – | – | ﹤0.01% | 2342 |
|
|
2023
Q2 | $561 | Hold |
300
| – | – | ﹤0.01% | 2374 |
|
|
2023
Q1 | $639 | Buy |
+300
| New | +$639 | ﹤0.01% | 2447 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$1K | – | 2654 |
|
|
2022
Q2 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 2606 |
|