Kelly Financial Services’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 |
-17
| Closed | -$279 | – | 397 |
|
|
2024
Q2 | $279 | Buy |
17
+2
| +13% | +$33 | ﹤0.01% | 729 |
|
|
2024
Q1 | $256 | Hold |
15
| – | – | ﹤0.01% | 735 |
|
|
2023
Q4 | $259 | Buy |
15
+1
| +7% | +$17 | ﹤0.01% | 732 |
|
|
2023
Q3 | $281 | Hold |
14
| – | – | ﹤0.01% | 714 |
|
|
2023
Q2 | $393 | Buy |
14
+2
| +17% | +$56 | ﹤0.01% | 666 |
|
|
2023
Q1 | $627 | Hold |
12
| – | – | ﹤0.01% | 619 |
|
|
2022
Q4 | $614 | Hold |
12
| – | – | ﹤0.01% | 592 |
|
|
2022
Q3 | $579 | Buy |
12
+1
| +9% | +$48 | ﹤0.01% | 600 |
|
|
2022
Q2 | $540 | Buy |
11
+1
| +10% | +$49 | ﹤0.01% | 602 |
|
|
2022
Q1 | $540 | Hold |
10
| – | – | ﹤0.01% | 603 |
|
|
2021
Q4 | $515 | Hold |
10
| – | – | ﹤0.01% | 621 |
|
|
2021
Q3 | $499 | Sell |
10
-518
| -98% | -$25.8K | ﹤0.01% | 601 |
|
|
2021
Q2 | $10K | Buy |
528
+519
| +5,767% | +$9.83K | ﹤0.01% | 586 |
|
|
2021
Q1 | $482 | Hold |
9
| – | – | ﹤0.01% | 585 |
|
|
2020
Q4 | $454 | Hold |
9
| – | – | ﹤0.01% | 546 |
|
|
2020
Q3 | $425 | Sell |
9
-28
| -76% | -$1.32K | ﹤0.01% | 523 |
|
|
2020
Q2 | $1.8K | Buy |
37
+3
| +9% | +$146 | ﹤0.01% | 442 |
|
|
2020
Q1 | $1.66K | Hold |
34
| – | – | ﹤0.01% | 402 |
|
|
2019
Q4 | $2.1K | Buy |
34
+1
| +3% | +$62 | ﹤0.01% | 410 |
|
|
2019
Q3 | $2.13K | Buy |
33
+26
| +371% | +$1.68K | ﹤0.01% | 391 |
|
|
2019
Q2 | $520 | Hold |
7
| – | – | ﹤0.01% | 444 |
|
|
2019
Q1 | $493 | Buy |
+7
| New | +$493 | ﹤0.01% | 441 |
|