Avidian Wealth Enterprises’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,008
| Closed | -$304K | – | 485 |
|
|
2022
Q4 | $304K | Buy |
6,008
+157
| +3% | +$7.95K | 0.02% | 354 |
|
|
2022
Q3 | $291K | Hold |
5,851
| – | – | 0.02% | 327 |
|
|
2022
Q2 | $282K | Hold |
5,851
| – | – | 0.02% | 366 |
|
|
2022
Q1 | $304K | Hold |
5,851
| – | – | 0.02% | 373 |
|
|
2021
Q4 | $290K | Buy |
+5,851
| New | +$290K | 0.02% | 401 |
|