Arete Wealth Advisors’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,582
| Closed | -$296K | – | 334 |
|
|
2017
Q4 | $296K | Sell |
5,582
-2,185
| -28% | -$116K | 0.1% | 239 |
|
|
2017
Q3 | $426K | Sell |
7,767
-41
| -0.5% | -$2.25K | 0.17% | 171 |
|
|
2017
Q2 | $403K | Buy |
7,808
+18
| +0.2% | +$929 | 0.18% | 155 |
|
|
2017
Q1 | $399K | Buy |
7,790
+1,237
| +19% | +$63.4K | 0.17% | 124 |
|
|
2016
Q4 | $393K | Sell |
6,553
-60
| -0.9% | -$3.6K | 0.18% | 110 |
|
|
2016
Q3 | $334K | Buy |
+6,613
| New | +$334K | 0.19% | 102 |
|