Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-110
| Closed | -$7K | – | 557 |
|
|
2015
Q3 | $7K | Hold |
110
| – | – | ﹤0.01% | 758 |
|
|
2015
Q2 | $9K | Buy |
+110
| New | +$9K | ﹤0.01% | 670 |
|
|
2014
Q4 | – | Sell |
-5,351
| Closed | -$566K | – | 959 |
|
|
2014
Q3 | $566K | Sell |
5,351
-619
| -10% | -$65.5K | 0.17% | 136 |
|
|
2014
Q2 | $595K | Buy |
5,970
+49
| +0.8% | +$4.88K | 0.21% | 117 |
|
|
2014
Q1 | $608K | Buy |
5,921
+2,721
| +85% | +$279K | 0.26% | 101 |
|
|
2013
Q4 | $350K | Sell |
3,200
-2,100
| -40% | -$230K | 0.2% | 124 |
|
|
2013
Q3 | $441K | Hold |
5,300
| – | – | 0.26% | 113 |
|
|
2013
Q2 | $386K | Buy |
+5,300
| New | +$386K | 0.21% | 118 |
|