Fortis Group Advisors’s Icahn Enterprises IEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,279
Closed -$738K 522
2023
Q4
$738K Hold
14,279
0.18% 61
2023
Q3
$738K Buy
14,279
+3,845
+37% +$199K 0.23% 53
2023
Q2
$303K Sell
10,434
-3,969
-28% -$115K 0.08% 107
2023
Q1
$732K Buy
+14,403
New +$732K 0.22% 56