Evanson 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
Q3 | – | Sell |
-8,577
| Closed | -$249K | – | 289 |
|
|
2023
Q2 | $249K | Buy |
8,577
+884
| +11% | +$25.7K | 0.02% | 245 |
|
|
2023
Q1 | $398K | Hold |
7,693
| – | – | 0.04% | 183 |
|
|
2022
Q4 | $390K | Buy |
7,693
+294
| +4% | +$14.9K | 0.04% | 176 |
|
|
2022
Q3 | $368K | Buy |
7,399
+279
| +4% | +$13.9K | 0.04% | 181 |
|
|
2022
Q2 | $343K | Buy |
+7,120
| New | +$343K | 0.04% | 197 |
|