Lee Financial’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,634
| Closed | -$45.3K | – | 477 |
|
|
2023
Q4 | $45.3K | Sell |
2,634
-4
| -0.2% | -$69 | 0.01% | 245 |
|
|
2023
Q3 | $52.2K | Sell |
2,638
-2,039
| -44% | -$40.3K | 0.01% | 211 |
|
|
2023
Q2 | $136K | Buy |
4,677
+450
| +11% | +$13.1K | 0.02% | 146 |
|
|
2023
Q1 | $226K | Sell |
4,227
-328
| -7% | -$17.6K | 0.04% | 121 |
|
|
2022
Q4 | $231K | Buy |
4,555
+149
| +3% | +$7.55K | 0.04% | 136 |
|
|
2022
Q3 | $219K | Buy |
4,406
+185
| +4% | +$9.2K | 0.04% | 136 |
|
|
2022
Q2 | $203K | Buy |
4,221
+865
| +26% | +$41.6K | 0.04% | 144 |
|
|
2022
Q1 | $174K | Hold |
3,356
| – | – | 0.03% | 154 |
|
|
2021
Q4 | $166K | Buy |
3,356
+129
| +4% | +$6.38K | 0.03% | 152 |
|
|
2021
Q3 | $161K | Buy |
3,227
+124
| +4% | +$6.19K | 0.03% | 151 |
|
|
2021
Q2 | $171K | Buy |
3,103
+208
| +7% | +$11.5K | 0.04% | 147 |
|
|
2021
Q1 | $156K | Hold |
2,895
| – | – | 0.04% | 144 |
|
|
2020
Q4 | $147K | Buy |
2,895
+109
| +4% | +$5.54K | 0.04% | 130 |
|
|
2020
Q3 | $137K | Buy |
2,786
+111
| +4% | +$5.46K | 0.04% | 136 |
|
|
2020
Q2 | $130K | Buy |
2,675
+208
| +8% | +$10.1K | 0.04% | 140 |
|
|
2020
Q1 | $119K | Hold |
2,467
| – | – | 0.04% | 128 |
|
|
2019
Q4 | $152K | Buy |
2,467
+78
| +3% | +$4.81K | 0.03% | 134 |
|
|
2019
Q3 | $153K | Buy |
2,389
+69
| +3% | +$4.42K | 0.03% | 134 |
|
|
2019
Q2 | $168K | Buy |
2,320
+124
| +6% | +$8.98K | 0.04% | 135 |
|
|
2019
Q1 | $159K | Hold |
2,196
| – | – | 0.04% | 136 |
|
|
2018
Q4 | $125K | Buy |
2,196
+58
| +3% | +$3.3K | 0.03% | 138 |
|
|
2018
Q3 | $151K | Buy |
+2,138
| New | +$151K | 0.04% | 143 |
|