Segment Wealth Management’s Icahn Enterprises IEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,250
| Closed | -$202K | – | 175 |
|
|
2015
Q1 | $202K | Buy |
+2,250
| New | +$202K | 0.07% | 169 |
|
|
2014
Q4 | – | Sell |
-2,050
| Closed | -$217K | – | 166 |
|
|
2014
Q3 | $217K | Hold |
2,050
| – | – | 0.08% | 164 |
|
|
2014
Q2 | $204K | Sell |
2,050
-2,400
| -54% | -$239K | 0.08% | 166 |
|
|
2014
Q1 | $457K | Buy |
4,450
+1,900
| +75% | +$195K | 0.21% | 103 |
|
|
2013
Q4 | $279K | Hold |
2,550
| – | – | 0.14% | 122 |
|
|
2013
Q3 | $212K | Buy |
+2,550
| New | +$212K | 0.12% | 143 |
|