SWM
Strategic Wealth Management’s Icahn Enterprises IEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.01M | Buy |
60,589
+2,000
| +3% | +$99.2K | 1.49% | 26 |
|
|
2021
Q3 | $2.93M | Buy |
58,589
+4,534
| +8% | +$227K | 1.52% | 24 |
|
|
2021
Q2 | $2.97M | Buy |
54,055
+7,318
| +16% | +$402K | 1.6% | 23 |
|
|
2021
Q1 | $2.51M | Hold |
46,737
| – | – | 1.51% | 24 |
|
|
2020
Q4 | $2.37M | Sell |
46,737
-38
| -0.1% | -$1.93K | 1.45% | 29 |
|
|
2020
Q3 | $2.31M | Sell |
46,775
-809
| -2% | -$39.9K | 1.72% | 21 |
|
|
2020
Q2 | $2.31M | Sell |
47,584
-5
| -0% | -$242 | 2.14% | 18 |
|
|
2020
Q1 | $2.3M | Buy |
47,589
+2,047
| +4% | +$99.1K | 3.05% | 10 |
|
|
2019
Q4 | $2.8M | Buy |
45,542
+1,100
| +2% | +$67.7K | 2.66% | 15 |
|
|
2019
Q3 | $2.85M | Buy |
44,442
+4,687
| +12% | +$301K | 2.7% | 15 |
|
|
2019
Q2 | $2.88M | Buy |
+39,755
| New | +$2.88M | 2.23% | 19 |
|