Stifel Financial’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 |
-6,075
| Closed | -$240K | – | 3346 |
|
|
2022
Q3 | $240K | Buy |
+6,075
| New | +$240K | ﹤0.01% | 2854 |
|
|
2019
Q3 | – | Sell |
-1,660
| Closed | -$56K | – | 2909 |
|
|
2019
Q2 | $56K | Sell |
1,660
-2,563
| -61% | -$86.5K | ﹤0.01% | 2855 |
|
|
2019
Q1 | $159K | Buy |
+4,223
| New | +$159K | ﹤0.01% | 2634 |
|
|
2018
Q3 | – | Sell |
-1,211
| Closed | -$51K | – | 2791 |
|
|
2018
Q2 | $51K | Buy |
+1,211
| New | +$51K | ﹤0.01% | 2670 |
|
|
2017
Q4 | – | Sell |
-1,358
| Closed | -$60K | – | 2689 |
|
|
2017
Q3 | $60K | Hold |
1,358
| – | – | ﹤0.01% | 2510 |
|
|
2017
Q2 | $31K | Buy |
+1,358
| New | +$31K | ﹤0.01% | 2510 |
|
|
2016
Q2 | – | Sell |
-1,521
| Closed | -$17K | – | 2536 |
|
|
2016
Q1 | $17K | Sell |
1,521
-221,662
| -99% | -$2.48M | ﹤0.01% | 2201 |
|
|
2015
Q4 | $6.58M | Buy |
223,183
+32,203
| +17% | +$950K | 0.03% | 458 |
|
|
2015
Q3 | $10.6M | Buy |
190,980
+57,272
| +43% | +$3.17M | 0.06% | 328 |
|
|
2015
Q2 | $16M | Buy |
133,708
+20,773
| +18% | +$2.48M | 0.08% | 267 |
|
|
2015
Q1 | $13M | Buy |
112,935
+9,203
| +9% | +$1.06M | 0.07% | 322 |
|
|
2014
Q4 | $14.4M | Buy |
103,732
+14,336
| +16% | +$1.99M | 0.08% | 309 |
|
|
2014
Q3 | $13.8M | Sell |
89,396
-6,482
| -7% | -$1M | 0.12% | 209 |
|
|
2014
Q2 | $16.1M | Sell |
95,878
-4,396
| -4% | -$737K | 0.14% | 180 |
|
|
2014
Q1 | $15.5M | Buy |
+100,274
| New | +$15.5M | 0.15% | 177 |
|