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Selective Wealth Management’s Icahn Enterprises IEP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-7,561
Closed -$376K 399
2022
Q3
$376K Sell
7,561
-572
-7% -$28.4K 0.16% 80
2022
Q2
$391K Buy
8,133
+2,895
+55% +$139K 0.14% 91
2022
Q1
$272K Buy
+5,238
New +$272K 0.1% 105