FWP
Firethorn Wealth Partners’s Icahn Enterprises IEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,192
| Closed | -$415K | – | 156 |
|
|
2024
Q2 | $415K | Buy |
25,192
+7,407
| +42% | +$122K | 0.23% | 84 |
|
|
2024
Q1 | $303K | Buy |
+17,785
| New | +$303K | 0.18% | 110 |
|
|
2023
Q3 | – | Sell |
-9,290
| Closed | -$270K | – | 136 |
|
|
2023
Q2 | $270K | Buy |
9,290
+1,242
| +15% | +$36.1K | 0.2% | 88 |
|
|
2023
Q1 | $406K | Buy |
8,048
+1,838
| +30% | +$92.7K | 0.32% | 63 |
|
|
2022
Q4 | $315K | Sell |
6,210
-1,882
| -23% | -$95.3K | 0.27% | 81 |
|
|
2022
Q3 | $402K | Buy |
8,092
+1,268
| +19% | +$63K | 0.37% | 68 |
|
|
2022
Q2 | $368K | Buy |
6,824
+988
| +17% | +$53.3K | 0.3% | 73 |
|
|
2022
Q1 | $303K | Buy |
+5,836
| New | +$303K | 0.23% | 90 |
|