Mutual Advisors’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
-31,706
Closed -$627K 1040
2023
Q3
$627K Sell
31,706
-620
-2% -$12.3K 0.02% 558
2023
Q2
$938K Sell
32,326
-7,808
-19% -$227K 0.04% 453
2023
Q1
$2.08M Sell
40,134
-1,064
-3% -$55K 0.09% 236
2022
Q4
$2.09M Buy
41,198
+4,183
+11% +$212K 0.09% 219
2022
Q3
$1.84M Sell
37,015
-10,320
-22% -$513K 0.09% 207
2022
Q2
$2.28M Buy
47,335
+1,455
+3% +$70K 0.15% 158
2022
Q1
$2.38M Buy
45,880
+642
+1% +$33.3K 0.13% 179
2021
Q4
$2.24M Buy
45,238
+2,097
+5% +$104K 0.12% 208
2021
Q3
$2.16M Buy
43,141
+1,120
+3% +$55.9K 0.13% 198
2021
Q2
$2.31M Buy
42,021
+615
+1% +$33.8K 0.14% 183
2021
Q1
$2.22M Sell
41,406
-790
-2% -$42.4K 0.15% 163
2020
Q4
$2.14M Sell
42,196
-8,920
-17% -$452K 0.16% 151
2020
Q3
$2.52M Buy
51,116
+677
+1% +$33.4K 0.22% 106
2020
Q2
$2.45M Buy
50,439
+16,580
+49% +$804K 0.24% 96
2020
Q1
$1.64M Sell
33,859
-415
-1% -$20.1K 0.22% 117
2019
Q4
$2.11M Buy
34,274
+7,619
+29% +$469K 0.22% 113
2019
Q3
$1.71M Buy
26,655
+1,051
+4% +$67.5K 0.23% 107
2019
Q2
$1.85M Sell
25,604
-210
-0.8% -$15.2K 0.24% 97
2019
Q1
$1.87M Buy
25,814
+942
+4% +$68.3K 0.28% 86
2018
Q4
$1.42M Buy
24,872
+477
+2% +$27.2K 0.28% 85
2018
Q3
$1.73M Buy
24,395
+11,960
+96% +$846K 0.26% 91
2018
Q2
$884K Buy
12,435
+27
+0.2% +$1.92K 0.2% 160
2018
Q1
$708K Buy
12,408
+978
+9% +$55.8K 0.18% 190
2017
Q4
$606K Buy
+11,430
New +$606K 0.23% 130