BWA
BDO Wealth Advisors’s Icahn Enterprises IEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.25K | Buy |
215
+22
| +11% | +$639 | ﹤0.01% | 750 |
|
|
2023
Q1 | $9.98K | Hold |
193
| – | – | ﹤0.01% | 704 |
|
|
2022
Q4 | $9.78K | Buy |
+193
| New | +$9.78K | ﹤0.01% | 686 |
|
|
2019
Q2 | – | Sell |
-799
| Closed | -$58K | – | 641 |
|
|
2019
Q1 | $58K | Hold |
799
| – | – | 0.02% | 264 |
|
|
2018
Q4 | $46K | Hold |
799
| – | – | 0.02% | 267 |
|
|
2018
Q3 | $57K | Hold |
799
| – | – | 0.02% | 274 |
|
|
2018
Q2 | $57K | Sell |
799
-750
| -48% | -$53.5K | 0.02% | 276 |
|
|
2018
Q1 | $88K | Hold |
1,549
| – | – | 0.03% | 192 |
|
|
2017
Q4 | $82K | Hold |
1,549
| – | – | 0.04% | 165 |
|
|
2017
Q3 | $85K | Hold |
1,549
| – | – | 0.04% | 144 |
|
|
2017
Q2 | $80K | Buy |
+1,549
| New | +$80K | 0.03% | 188 |
|