OneDigital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,946
| Closed | -$238K | – | 774 |
|
|
2022
Q2 | $238K | Buy |
+4,946
| New | +$238K | 0.01% | 614 |
|
|
2019
Q3 | – | Sell |
-402
| Closed | -$29K | – | 799 |
|
|
2019
Q2 | $29K | Buy |
402
+22
| +6% | +$1.59K | ﹤0.01% | 695 |
|
|
2019
Q1 | $28K | Hold |
380
| – | – | ﹤0.01% | 632 |
|
|
2018
Q4 | $22K | Buy |
380
+10
| +3% | +$579 | ﹤0.01% | 666 |
|
|
2018
Q3 | $26K | Buy |
370
+9
| +2% | +$632 | 0.01% | 578 |
|
|
2018
Q2 | $26K | Buy |
361
+19
| +6% | +$1.37K | 0.01% | 713 |
|
|
2018
Q1 | $20K | Hold |
342
| – | – | ﹤0.01% | 818 |
|
|
2017
Q4 | $18K | Buy |
342
+9
| +3% | +$474 | ﹤0.01% | 843 |
|
|
2017
Q3 | $18K | Buy |
333
+9
| +3% | +$486 | 0.01% | 681 |
|
|
2017
Q2 | $17K | Buy |
+324
| New | +$17K | 0.01% | 799 |
|