Kingsview 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
Q4 | – | Sell |
-11,546
| Closed | -$228K | – | 981 |
|
|
2023
Q3 | $228K | Buy |
11,546
+777
| +7% | +$15.4K | 0.01% | 840 |
|
|
2023
Q2 | $313K | Sell |
10,769
-12,932
| -55% | -$375K | 0.01% | 731 |
|
|
2023
Q1 | $1.23M | Buy |
23,701
+137
| +0.6% | +$7.08K | 0.05% | 344 |
|
|
2022
Q4 | $1.19M | Buy |
23,564
+1,040
| +5% | +$52.7K | 0.05% | 314 |
|
|
2022
Q3 | $1.12M | Buy |
22,524
+217
| +1% | +$10.8K | 0.05% | 310 |
|
|
2022
Q2 | $1.07M | Buy |
22,307
+16,018
| +255% | +$770K | 0.05% | 346 |
|
|
2022
Q1 | $327K | Buy |
6,289
+949
| +18% | +$49.3K | 0.01% | 673 |
|
|
2021
Q4 | $265K | Sell |
5,340
-1,109
| -17% | -$55K | 0.01% | 766 |
|
|
2021
Q3 | $322K | Buy |
6,449
+1,934
| +43% | +$96.6K | 0.02% | 665 |
|
|
2021
Q2 | $253K | Sell |
4,515
-1,095
| -20% | -$61.4K | 0.01% | 752 |
|
|
2021
Q1 | $309K | Buy |
5,610
+55
| +1% | +$3.03K | 0.02% | 630 |
|
|
2020
Q4 | $281K | Hold |
5,555
| – | – | 0.02% | 568 |
|
|
2020
Q3 | $274K | Buy |
5,555
+25
| +0.5% | +$1.23K | 0.02% | 495 |
|
|
2020
Q2 | $268K | Buy |
+5,530
| New | +$268K | 0.03% | 463 |
|