HHM Wealth 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
Q4 | – | Sell |
-338
| Closed | -$4.57K | – | 1030 |
|
|
2024
Q3 | $4.57K | Buy |
338
+24
| +8% | +$325 | ﹤0.01% | 664 |
|
|
2024
Q2 | $5.17K | Buy |
314
+35
| +13% | +$576 | ﹤0.01% | 630 |
|
|
2024
Q1 | $4.75K | Hold |
279
| – | – | ﹤0.01% | 626 |
|
|
2023
Q4 | $4.8K | Buy |
279
+16
| +6% | +$275 | ﹤0.01% | 628 |
|
|
2023
Q3 | $5.21K | Buy |
263
+12
| +5% | +$238 | ﹤0.01% | 631 |
|
|
2023
Q2 | $7.28K | Buy |
251
+26
| +12% | +$755 | ﹤0.01% | 594 |
|
|
2023
Q1 | $11.6K | Hold |
225
| – | – | ﹤0.01% | 489 |
|
|
2022
Q4 | $11.4K | Buy |
225
+9
| +4% | +$456 | ﹤0.01% | 434 |
|
|
2022
Q3 | $11K | Buy |
216
+8
| +4% | +$407 | ﹤0.01% | 423 |
|
|
2022
Q2 | $10K | Buy |
+208
| New | +$10K | ﹤0.01% | 538 |
|