Apollon 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 |
-27,635
| Closed | -$547K | – | 1088 |
|
2023
Q3 | $547K | Buy |
27,635
+1,278
| +5% | +$25.3K | 0.03% | 528 |
|
2023
Q2 | $765K | Buy |
26,357
+13,024
| +98% | +$378K | 0.04% | 477 |
|
2023
Q1 | $689K | Buy |
13,333
+529
| +4% | +$27.4K | 0.04% | 435 |
|
2022
Q4 | $649K | Buy |
12,804
+801
| +7% | +$40.6K | 0.05% | 423 |
|
2022
Q3 | $596K | Buy |
+12,003
| New | +$596K | 0.05% | 398 |
|