Charles Schwab Investment Advisory’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $1.03M | Hold |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $928K | Buy |
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|
2022
Q2 | $865K | Buy |
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|
2022
Q1 | $817K | Hold |
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|
2021
Q4 | $780K | Buy |
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|
2021
Q3 | $755K | Buy |
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|
2021
Q2 | $747K | Buy |
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|
2021
Q1 | $630K | Buy |
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|
2020
Q4 | $417K | Buy |
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