Ameritas Advisory Services’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.8K | Buy |
+1,340
| New | +$10.8K | ﹤0.01% | 1984 |
|
2023
Q2 | – | Sell |
-4,483
| Closed | -$232K | – | 1499 |
|
2023
Q1 | $232K | Sell |
4,483
-966
| -18% | -$50K | 0.01% | 724 |
|
2022
Q4 | $276K | Buy |
5,449
+1,400
| +35% | +$70.9K | 0.01% | 738 |
|
2022
Q3 | $201K | Sell |
4,049
-200
| -5% | -$9.93K | 0.01% | 714 |
|
2022
Q2 | $204K | Sell |
4,249
-50
| -1% | -$2.4K | 0.01% | 745 |
|
2022
Q1 | $223K | Buy |
+4,299
| New | +$223K | 0.01% | 764 |
|