AE Wealth Management’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,290
| Closed | -$473K | – | 2007 |
|
|
2023
Q2 | $473K | Sell |
16,290
-2,946
| -15% | -$85.5K | ﹤0.01% | 1424 |
|
|
2023
Q1 | $995K | Buy |
19,236
+46
| +0.2% | +$2.38K | 0.01% | 1048 |
|
|
2022
Q4 | $972K | Buy |
19,190
+6,993
| +57% | +$354K | 0.01% | 990 |
|
|
2022
Q3 | $606K | Buy |
+12,197
| New | +$606K | ﹤0.01% | 1145 |
|
|
2022
Q1 | – | Sell |
-8,937
| Closed | -$443K | – | 1733 |
|
|
2021
Q4 | $443K | Buy |
8,937
+884
| +11% | +$43.8K | ﹤0.01% | 1290 |
|
|
2021
Q3 | $402K | Buy |
8,053
+3,540
| +78% | +$177K | ﹤0.01% | 1256 |
|
|
2021
Q2 | $248K | Buy |
+4,513
| New | +$248K | ﹤0.01% | 1417 |
|
|
2020
Q2 | – | Sell |
-5,314
| Closed | -$257K | – | 1287 |
|
|
2020
Q1 | $257K | Buy |
+5,314
| New | +$257K | 0.01% | 925 |
|