AllSquare 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
Q4 | – | Sell |
-440
| Closed | -$8.7K | – | 545 |
|
|
2023
Q3 | $8.7K | Hold |
440
| – | – | 0.01% | 381 |
|
|
2023
Q2 | $9.85K | Hold |
440
| – | – | 0.01% | 376 |
|
|
2023
Q1 | $22.8K | Buy |
440
+200
| +83% | +$10.3K | 0.01% | 288 |
|
|
2022
Q4 | $12.2K | Buy |
240
+9
| +4% | +$456 | 0.01% | 344 |
|
|
2022
Q3 | $11K | Buy |
231
+8
| +4% | +$381 | 0.01% | 345 |
|
|
2022
Q2 | $11K | Buy |
223
+15
| +7% | +$740 | 0.01% | 357 |
|
|
2022
Q1 | $11K | Sell |
208
-104
| -33% | -$5.5K | 0.01% | 371 |
|
|
2021
Q4 | $15K | Buy |
312
+212
| +212% | +$10.2K | 0.01% | 348 |
|
|
2021
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 409 |
|