Strategic Wealth Management’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3M | Buy |
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2021
Q3 | $2.93M | Buy |
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|
2021
Q2 | $2.97M | Buy |
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|
2021
Q1 | $2.51M | Hold |
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|
2020
Q4 | $2.37M | Sell |
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|
2020
Q3 | $2.31M | Sell |
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|
2020
Q2 | $2.31M | Sell |
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|
2020
Q1 | $2.3M | Buy |
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|
2019
Q4 | $2.8M | Buy |
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|
2019
Q3 | $2.85M | Buy |
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|
2019
Q2 | $2.88M | Buy |
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