Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-30
| Closed | -$1K | – | 203 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 317 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 304 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 300 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 303 |
|
|
2020
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 352 |
|
|
2020
Q2 | $0 | Hold |
30
| – | – | ﹤0.01% | 354 |
|
|
2020
Q1 | $0 | Hold |
30
| – | – | ﹤0.01% | 348 |
|
|
2019
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 265 |
|