Global Wealth Management Investment Advisory’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-512
| Closed | -$25K | – | 524 |
|
|
2020
Q2 | $25K | Hold |
512
| – | – | 0.01% | 256 |
|
|
2020
Q1 | $25K | Hold |
512
| – | – | 0.01% | 234 |
|
|
2019
Q4 | $31K | Hold |
512
| – | – | 0.01% | 224 |
|
|
2019
Q3 | $33K | Hold |
512
| – | – | 0.02% | 204 |
|
|
2019
Q2 | $37K | Hold |
512
| – | – | 0.02% | 196 |
|
|
2019
Q1 | $37K | Hold |
512
| – | – | 0.02% | 235 |
|
|
2018
Q4 | $29K | Buy |
+512
| New | +$29K | 0.02% | 260 |
|