Financial Advocates Investment Management’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $3.09M | Buy |
|
|||||
|
2022
Q4 | $2.98M | Buy |
|
|||||
|
2022
Q3 | $1.74M | Buy |
|
|||||
|
2022
Q2 | $1.49M | Buy |
|
|||||
|
2022
Q1 | $1.5M | Sell |
|
|||||
|
2021
Q4 | $1.44M | Sell |
|
|||||
|
2021
Q3 | $1.75M | Sell |
|
|||||
|
2021
Q2 | $2.03M | Buy |
|
|||||
|
2021
Q1 | $1.73M | Sell |
|
|||||
|
2020
Q4 | $1.66M | Sell |
|
|||||
|
2020
Q3 | $1.93M | Sell |
|
|||||
|
2020
Q2 | $3.56M | Buy |
|
|||||
|
2020
Q1 | $265K | Sell |
|
|||||
|
2019
Q4 | $345K | Sell |
|
|||||
|
2019
Q3 | $306K | Buy |
|
|||||
|
2019
Q2 | $399K | Sell |
|
|||||
|
2019
Q1 | $443K | Sell |
|
|||||
|
2018
Q4 | $354K | Hold |
|
|||||
|
2018
Q3 | $440K | Buy |
|
|||||
|
2018
Q2 | $427K | Hold |
|
|||||
|
2018
Q1 | $340K | Buy |
|
|||||
|
2017
Q4 | $243K | Buy |
|