Beacon Pointe Advisors’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
-5,402
Closed -$274K 1175
2022
Q4
$274K Sell
5,402
-462
-8% -$23.4K 0.01% 896
2022
Q3
$294K Sell
5,864
-51
-0.9% -$2.56K 0.01% 803
2022
Q2
$284K Sell
5,915
-1,603
-21% -$77K 0.01% 844
2022
Q1
$390K Buy
+7,518
New +$390K 0.01% 880