Avior 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-7,000
| Closed | -$60.7K | – | 1494 |
|
2024
Q4 | $60.7K | Hold |
7,000
| – | – | ﹤0.01% | 1080 |
|
2024
Q3 | $94.6K | Hold |
7,000
| – | – | ﹤0.01% | 904 |
|
2024
Q2 | $115K | Hold |
7,000
| – | – | 0.01% | 819 |
|
2024
Q1 | $119K | Buy |
+7,000
| New | +$119K | 0.01% | 891 |
|
2022
Q4 | – | Sell |
-23
| Closed | -$1K | – | 1312 |
|
2022
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1088 |
|
2022
Q2 | – | Sell |
-300
| Closed | -$15K | – | 1147 |
|
2022
Q1 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 764 |
|