Stratos Wealth Partners’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,294
| Closed | -$170K | – | 1482 |
|
|
2024
Q2 | $170K | Sell |
10,294
-507
| -5% | -$8.36K | ﹤0.01% | 1287 |
|
|
2024
Q1 | $184K | Buy |
10,801
+78
| +0.7% | +$1.33K | ﹤0.01% | 1293 |
|
|
2023
Q4 | $184K | Sell |
10,723
-10,187
| -49% | -$175K | ﹤0.01% | 1282 |
|
|
2023
Q3 | $414K | Buy |
20,910
+9,966
| +91% | +$197K | 0.01% | 890 |
|
|
2023
Q2 | $318K | Sell |
10,944
-667
| -6% | -$19.4K | 0.01% | 935 |
|
|
2023
Q1 | $600K | Buy |
+11,611
| New | +$600K | 0.02% | 637 |
|
|
2018
Q4 | – | Sell |
-851
| Closed | -$60K | – | 1593 |
|
|
2018
Q3 | $60K | Buy |
+851
| New | +$60K | ﹤0.01% | 1371 |
|
|
2018
Q2 | – | Sell |
-901
| Closed | -$51K | – | 1717 |
|
|
2018
Q1 | $51K | Buy |
901
+727
| +418% | +$41.2K | ﹤0.01% | 1569 |
|
|
2017
Q4 | $9K | Buy |
+174
| New | +$9K | ﹤0.01% | 2203 |
|