Mount Yale Investment Advisors’s Icahn Enterprises IEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$507 Buy
+63
New +$507 ﹤0.01% 1415
2018
Q4
Sell
-6
Closed 519
2018
Q3
$0 Sell
6
-166
-97% ﹤0.01% 963
2018
Q2
$12K Hold
172
﹤0.01% 856
2018
Q1
$10K Buy
+172
New +$10K ﹤0.01% 837