Oxford Financial Group’s Icahn Enterprises IEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,259	Closed	-$469K	–	270
2022 Q4	$469K	Buy	9,259 +1,000	+12%	+$50.7K	0.05%	120
2022 Q3	$410K	Buy	8,259 +1,000	+14%	+$49.6K	0.06%	116
2022 Q2	$349K	Hold	7,259	–	–	0.05%	135
2022 Q1	$377K	Buy	+7,259	New	+$377K	0.05%	137