Herold Advisors’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,084
| Closed | -$366K | – | 240 |
|
|
2023
Q1 | $366K | Buy |
7,084
+324
| +5% | +$16.8K | 0.13% | 164 |
|
|
2022
Q4 | $342K | Buy |
6,760
+316
| +5% | +$16K | 0.15% | 144 |
|
|
2022
Q3 | $320K | Sell |
6,444
-11
| -0.2% | -$546 | 0.15% | 142 |
|
|
2022
Q2 | $310K | Buy |
6,455
+465
| +8% | +$22.3K | 0.14% | 151 |
|
|
2022
Q1 | $311K | Buy |
5,990
+687
| +13% | +$35.7K | 0.11% | 157 |
|
|
2021
Q4 | $262K | Buy |
5,303
+94
| +2% | +$4.64K | 0.1% | 172 |
|
|
2021
Q3 | $260K | Buy |
+5,209
| New | +$260K | 0.1% | 171 |
|