Cladis Investment Advisory’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,850
| Closed | -$303K | – | 139 |
|
|
2023
Q1 | $303K | Hold |
5,850
| – | – | 0.27% | 99 |
|
|
2022
Q4 | $296K | Hold |
5,850
| – | – | 0.29% | 96 |
|
|
2022
Q3 | $291K | Buy |
5,850
+500
| +9% | +$24.8K | 0.31% | 94 |
|
|
2022
Q2 | $257K | Buy |
5,350
+850
| +19% | +$40.9K | 0.26% | 108 |
|
|
2022
Q1 | $234K | Hold |
4,500
| – | – | 0.19% | 131 |
|
|
2021
Q4 | $223K | Buy |
+4,500
| New | +$223K | 0.18% | 133 |
|