Golden State Wealth Management’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,500
| Closed | -$121K | – | 514 |
|
|
2020
Q1 | $121K | Buy |
+2,500
| New | +$121K | 0.05% | 225 |
|
|
2019
Q4 | – | Sell |
-2,500
| Closed | -$161K | – | 458 |
|
|
2019
Q3 | $161K | Buy |
+2,500
| New | +$161K | 0.05% | 235 |
|
|
2019
Q2 | – | Sell |
-151
| Closed | -$11K | – | 1100 |
|
|
2019
Q1 | $11K | Buy |
+151
| New | +$11K | ﹤0.01% | 764 |
|