Summit Place Financial Advisors’s Ideal Power IPWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$104K | – | 87 |
|
|
2022
Q3 | $104K | Hold |
10,000
| – | – | 0.1% | 88 |
|
|
2022
Q2 | $122K | Hold |
10,000
| – | – | 0.1% | 100 |
|
|
2022
Q1 | $88K | Hold |
10,000
| – | – | 0.06% | 106 |
|
|
2021
Q4 | $121K | Hold |
10,000
| – | – | 0.08% | 100 |
|
|
2021
Q3 | $152K | Hold |
10,000
| – | – | 0.11% | 104 |
|
|
2021
Q2 | $127K | Hold |
10,000
| – | – | 0.09% | 102 |
|
|
2021
Q1 | $132K | Buy |
+10,000
| New | +$132K | 0.11% | 101 |
|