Realta 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
Q1 | – | Sell |
-4,241
| Closed | -$210K | – | 441 |
|
|
2021
Q4 | $210K | Buy |
+4,241
| New | +$210K | 0.05% | 388 |
|
|
2020
Q1 | – | Sell |
-698
| Closed | -$44K | – | 804 |
|
|
2019
Q4 | $44K | Hold |
698
| – | – | 0.01% | 698 |
|
|
2019
Q3 | $44K | Buy |
698
+17
| +2% | +$1.07K | 0.01% | 711 |
|
|
2019
Q2 | $49K | Sell |
681
-169
| -20% | -$12.2K | 0.01% | 674 |
|
|
2019
Q1 | $62K | Buy |
+850
| New | +$62K | 0.03% | 499 |
|