Advisornet Financial’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-36,335
| Closed | -$625K | – | 2253 |
|
|
2023
Q4 | $625K | Buy |
36,335
+5,779
| +19% | +$99.3K | 0.06% | 284 |
|
|
2023
Q3 | $604K | Buy |
30,556
+4,157
| +16% | +$82.2K | 0.05% | 273 |
|
|
2023
Q2 | $766K | Buy |
26,399
+3,112
| +13% | +$90.3K | 0.07% | 243 |
|
|
2023
Q1 | $1.2M | Sell |
23,287
-62
| -0.3% | -$3.21K | 0.11% | 190 |
|
|
2022
Q4 | $1.18M | Buy |
23,349
+2,422
| +12% | +$123K | 0.12% | 184 |
|
|
2022
Q3 | $1.04M | Buy |
20,927
+732
| +4% | +$36.3K | 0.1% | 202 |
|
|
2022
Q2 | $972K | Buy |
20,195
+1,764
| +10% | +$84.9K | 0.1% | 211 |
|
|
2022
Q1 | $957K | Buy |
18,431
+220
| +1% | +$11.4K | 0.06% | 259 |
|
|
2021
Q4 | $903K | Sell |
18,211
-319
| -2% | -$15.8K | 0.06% | 282 |
|
|
2021
Q3 | $926K | Buy |
18,530
+1,637
| +10% | +$81.8K | 0.06% | 248 |
|
|
2021
Q2 | $929K | Buy |
16,893
+1,536
| +10% | +$84.5K | 0.06% | 268 |
|
|
2021
Q1 | $825K | Buy |
15,357
+1,492
| +11% | +$80.2K | 0.06% | 278 |
|
|
2020
Q4 | $703K | Buy |
13,865
+1,096
| +9% | +$55.6K | 0.06% | 283 |
|
|
2020
Q3 | $630K | Buy |
12,769
+301
| +2% | +$14.9K | 0.05% | 300 |
|
|
2020
Q2 | $605K | Buy |
12,468
+688
| +6% | +$33.4K | 0.05% | 306 |
|
|
2020
Q1 | $570K | Buy |
11,780
+11,543
| +4,870% | +$559K | 0.05% | 276 |
|
|
2019
Q4 | $15K | Buy |
+237
| New | +$15K | ﹤0.01% | 1263 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$14K | – | 1546 |
|
|
2018
Q2 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 1043 |
|