Financial Architects (New Jersey)’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-415
| Closed | -$29K | – | 1260 |
|
|
2018
Q3 | $29K | Hold |
415
| – | – | ﹤0.01% | 700 |
|
|
2018
Q2 | $29K | Sell |
415
-135
| -25% | -$9.43K | 0.01% | 713 |
|
|
2018
Q1 | $31K | Hold |
550
| – | – | 0.01% | 662 |
|
|
2017
Q4 | $29K | Sell |
550
-2,450
| -82% | -$129K | ﹤0.01% | 754 |
|
|
2017
Q3 | $164K | Buy |
3,000
+1,100
| +58% | +$60.1K | 0.03% | 350 |
|
|
2017
Q2 | $98K | Hold |
1,900
| – | – | 0.02% | 439 |
|
|
2017
Q1 | $97K | Buy |
1,900
+300
| +19% | +$15.3K | 0.02% | 445 |
|
|
2016
Q4 | $96K | Buy |
1,600
+100
| +7% | +$6K | 0.02% | 405 |
|
|
2016
Q3 | $76K | Buy |
1,500
+200
| +15% | +$10.1K | 0.02% | 455 |
|
|
2016
Q2 | $70K | Buy |
+1,300
| New | +$70K | 0.02% | 455 |
|