Bogart Wealth LLC’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16K | Buy |
268
+30
| +13% | +$242 | ﹤0.01% | 1087 |
|
|
2025
Q1 | $2.16K | Hold |
238
| – | – | ﹤0.01% | 1044 |
|
|
2024
Q4 | $2.07K | Buy |
238
+11
| +5% | +$96 | ﹤0.01% | 1082 |
|
|
2024
Q3 | $3.07K | Buy |
227
+16
| +8% | +$216 | ﹤0.01% | 913 |
|
|
2024
Q2 | $3.47K | Buy |
211
+24
| +13% | +$395 | ﹤0.01% | 857 |
|
|
2024
Q1 | $3.19K | Hold |
187
| – | – | ﹤0.01% | 843 |
|
|
2023
Q4 | $3.22K | Buy |
187
+10
| +6% | +$172 | ﹤0.01% | 831 |
|
|
2023
Q3 | $3.49K | Buy |
177
+9
| +5% | +$178 | ﹤0.01% | 797 |
|
|
2023
Q2 | $4.89K | Buy |
168
+17
| +11% | +$495 | ﹤0.01% | 711 |
|
|
2023
Q1 | $7.81K | Buy |
+151
| New | +$7.81K | ﹤0.01% | 638 |
|