Belpointe Asset Management’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-15,864
| Closed | -$314K | – | 734 |
|
2023
Q3 | $314K | Buy |
+15,864
| New | +$314K | 0.03% | 460 |
|
2023
Q2 | – | Sell |
-3,496
| Closed | -$181K | – | 1858 |
|
2023
Q1 | $181K | Buy |
3,496
+363
| +12% | +$18.8K | 0.01% | 992 |
|
2022
Q4 | $159K | Sell |
3,133
-2,641
| -46% | -$134K | 0.01% | 999 |
|
2022
Q3 | $287K | Buy |
+5,774
| New | +$287K | 0.02% | 704 |
|
2018
Q4 | – | Sell |
-2,408
| Closed | -$170K | – | 559 |
|
2018
Q3 | $170K | Buy |
+2,408
| New | +$170K | 0.03% | 491 |
|