Sugarloaf Wealth Management’s Intrepid Potash IPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-98
| Closed | -$2.47K | – | 698 |
|
|
2023
Q3 | $2.47K | Sell |
98
-628
| -87% | -$15.8K | ﹤0.01% | 589 |
|
|
2023
Q2 | $16.5K | Buy |
726
+331
| +84% | +$7.51K | ﹤0.01% | 413 |
|
|
2023
Q1 | $10.9K | Hold |
395
| – | – | ﹤0.01% | 462 |
|
|
2022
Q4 | $11.4K | Buy |
395
+103
| +35% | +$2.97K | ﹤0.01% | 477 |
|
|
2022
Q3 | $12K | Buy |
+292
| New | +$12K | ﹤0.01% | 495 |
|