WealthTrust Axiom’s Intrepid Potash IPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,750
| Closed | -$345K | – | 263 |
|
|
2025
Q1 | $345K | Sell |
11,750
-5,250
| -31% | -$154K | 0.11% | 174 |
|
|
2024
Q4 | $373K | Hold |
17,000
| – | – | 0.11% | 171 |
|
|
2024
Q3 | $408K | Sell |
17,000
-500
| -3% | -$12K | 0.12% | 155 |
|
|
2024
Q2 | $410K | Buy |
17,500
+4,000
| +30% | +$93.7K | 0.14% | 149 |
|
|
2024
Q1 | $282K | Sell |
13,500
-2,500
| -16% | -$52.2K | 0.09% | 188 |
|
|
2023
Q4 | $382K | Buy |
16,000
+5,500
| +52% | +$131K | 0.13% | 154 |
|
|
2023
Q3 | $264K | Buy |
10,500
+500
| +5% | +$12.6K | 0.1% | 182 |
|
|
2023
Q2 | $227K | Buy |
10,000
+500
| +5% | +$11.3K | 0.08% | 208 |
|
|
2023
Q1 | $262K | Sell |
9,500
-300
| -3% | -$8.28K | 0.09% | 191 |
|
|
2022
Q4 | $283K | Buy |
+9,800
| New | +$283K | 0.1% | 174 |
|
|
2020
Q3 | – | Sell |
-2,000
| Closed | -$19K | – | 212 |
|
|
2020
Q2 | $19K | Buy |
+2,000
| New | +$19K | 0.01% | 203 |
|