Waverly Advisors’s Intrepid Potash IPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-65
| Closed | -$9K | – | 384 |
|
|
2014
Q4 | $9K | Sell |
65
-32
| -33% | -$4.43K | ﹤0.01% | 326 |
|
|
2014
Q3 | $15K | Buy |
97
+65
| +203% | +$10.1K | 0.01% | 395 |
|
|
2014
Q2 | $5K | Buy |
32
+18
| +129% | +$2.81K | ﹤0.01% | 583 |
|
|
2014
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 659 |
|
|
2013
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 780 |
|