WLPWM
IPI icon

Walled Lake Planning & Wealth Management’s Intrepid Potash IPI Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio IPI Stock Details IPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 +$815 ﹤0.01% 265

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IMOV
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Ameriprise
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Acadian Asset Management
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CM
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ACH
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return