Gradient Investments’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-83
| Closed | -$1.37K | – | 789 |
|
2024
Q2 | $1.37K | Buy |
+83
| New | +$1.37K | ﹤0.01% | 1035 |
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$17.2K | – | 1519 |
|
2023
Q4 | $17.2K | Sell |
1,000
-200
| -17% | -$3.44K | ﹤0.01% | 731 |
|
2023
Q3 | $23.7K | Sell |
1,200
-555
| -32% | -$11K | ﹤0.01% | 645 |
|
2023
Q2 | $50.9K | Buy |
1,755
+438
| +33% | +$12.7K | ﹤0.01% | 499 |
|
2023
Q1 | $68.1K | Buy |
1,317
+117
| +10% | +$6.05K | ﹤0.01% | 433 |
|
2022
Q4 | $60.8K | Hold |
1,200
| – | – | ﹤0.01% | 462 |
|
2022
Q3 | $60K | Buy |
1,200
+1,000
| +500% | +$50K | ﹤0.01% | 443 |
|
2022
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 766 |
|
2022
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 772 |
|
2021
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 792 |
|