Jeppson 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
2023
Q2
Sell
-5,021
Closed -$260K 196
2023
Q1
$260K Buy
5,021
+390
+8% +$20.2K 0.11% 163
2022
Q4
$235K Buy
4,631
+287
+7% +$14.5K 0.1% 181
2022
Q3
$216K Buy
+4,344
New +$216K 0.1% 174