Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-201
| Closed | -$4.41K | – | 1208 |
|
|
2024
Q4 | $4.41K | Buy |
+201
| New | +$4.41K | ﹤0.01% | 1724 |
|
|
2021
Q4 | – | Sell |
-6,951
| Closed | -$215K | – | 348 |
|
|
2021
Q3 | $215K | Hold |
6,951
| – | – | 0.02% | 293 |
|
|
2021
Q2 | $221K | Hold |
6,951
| – | – | 0.02% | 285 |
|
|
2021
Q1 | $226K | Buy |
+6,951
| New | +$226K | 0.02% | 285 |
|