J.P. Morgan Private Wealth Advisors’s Icahn Enterprises IEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,614
| Closed | -$1.25M | – | 1971 |
|
|
2022
Q4 | $1.25M | Sell |
24,614
-353
| -1% | -$17.9K | ﹤0.01% | 1039 |
|
|
2022
Q3 | $1.24M | Buy |
24,967
+527
| +2% | +$26.2K | ﹤0.01% | 1041 |
|
|
2022
Q2 | $1.18M | Buy |
24,440
+3,614
| +17% | +$174K | ﹤0.01% | 1055 |
|
|
2022
Q1 | $1.08M | Buy |
+20,826
| New | +$1.08M | ﹤0.01% | 1187 |
|