CapWealth Advisors’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-20,862
| Closed | -$1.25M | – | 99 |
|
|
2016
Q4 | $1.25M | Sell |
20,862
-22,371
| -52% | -$1.34M | 0.27% | 59 |
|
|
2016
Q3 | $2.19M | Buy |
43,233
+63
| +0.1% | +$3.18K | 0.53% | 46 |
|
|
2016
Q2 | $2.33M | Buy |
43,170
+1,650
| +4% | +$89.1K | 0.57% | 47 |
|
|
2016
Q1 | $2.62M | Buy |
+41,520
| New | +$2.62M | 0.67% | 44 |
|