Baldwin Wealth Partners’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4
| Closed | -$54 | – | 609 |
|
|
2024
Q3 | $54 | Hold |
4
| – | – | ﹤0.01% | 1074 |
|
|
2024
Q2 | $66 | Hold |
4
| – | – | ﹤0.01% | 774 |
|
|
2024
Q1 | $68 | Hold |
4
| – | – | ﹤0.01% | 694 |
|
|
2023
Q4 | $69 | Sell |
4
-72
| -95% | -$1.24K | ﹤0.01% | 723 |
|
|
2023
Q3 | $1.5K | Buy |
76
+3
| +4% | +$59 | ﹤0.01% | 691 |
|
|
2023
Q2 | $2.12K | Sell |
73
-599
| -89% | -$17.4K | ﹤0.01% | 697 |
|
|
2023
Q1 | $34.7K | Hold |
672
| – | – | ﹤0.01% | 468 |
|
|
2022
Q4 | $34K | Buy |
672
+25
| +4% | +$1.27K | ﹤0.01% | 470 |
|
|
2022
Q3 | $32K | Buy |
647
+24
| +4% | +$1.19K | ﹤0.01% | 390 |
|
|
2022
Q2 | $30K | Buy |
623
+45
| +8% | +$2.17K | ﹤0.01% | 423 |
|
|
2022
Q1 | $30K | Hold |
578
| – | – | ﹤0.01% | 440 |
|
|
2021
Q4 | $29K | Buy |
578
+22
| +4% | +$1.1K | ﹤0.01% | 410 |
|
|
2021
Q3 | $28K | Buy |
556
+21
| +4% | +$1.06K | ﹤0.01% | 416 |
|
|
2021
Q2 | $29K | Buy |
535
+35
| +7% | +$1.9K | ﹤0.01% | 425 |
|
|
2021
Q1 | $27K | Hold |
500
| – | – | ﹤0.01% | 421 |
|
|
2020
Q4 | $25K | Hold |
500
| – | – | ﹤0.01% | 383 |
|
|
2020
Q3 | $25K | Hold |
500
| – | – | ﹤0.01% | 364 |
|
|
2020
Q2 | $24K | Hold |
500
| – | – | ﹤0.01% | 371 |
|
|
2020
Q1 | $24K | Hold |
500
| – | – | ﹤0.01% | 359 |
|
|
2019
Q4 | $31K | Hold |
500
| – | – | ﹤0.01% | 367 |
|
|
2019
Q3 | $32K | Hold |
500
| – | – | ﹤0.01% | 358 |
|
|
2019
Q2 | $36K | Hold |
500
| – | – | 0.01% | 347 |
|
|
2019
Q1 | $36K | Buy |
+500
| New | +$36K | 0.01% | 335 |
|