Tradition Wealth Management’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,707
| Closed | -$29K | – | 773 |
|
|
2023
Q4 | $29K | Sell |
1,707
-168
| -9% | -$2.85K | ﹤0.01% | 757 |
|
|
2023
Q3 | $37K | Buy |
1,875
+80
| +4% | +$1.58K | ﹤0.01% | 682 |
|
|
2023
Q2 | $52K | Buy |
1,795
+151
| +9% | +$4.37K | 0.01% | 613 |
|
|
2023
Q1 | $85K | Hold |
1,644
| – | – | 0.01% | 489 |
|
|
2022
Q4 | $83K | Buy |
1,644
+49
| +3% | +$2.47K | 0.01% | 416 |
|
|
2022
Q3 | $79K | Buy |
1,595
+47
| +3% | +$2.33K | 0.01% | 405 |
|
|
2022
Q2 | $74K | Buy |
1,548
+89
| +6% | +$4.26K | 0.01% | 404 |
|
|
2022
Q1 | $76K | Buy |
1,459
+200
| +16% | +$10.4K | 0.01% | 433 |
|
|
2021
Q4 | $62K | Buy |
1,259
+43
| +4% | +$2.12K | 0.01% | 483 |
|
|
2021
Q3 | $61K | Buy |
1,216
+41
| +3% | +$2.06K | 0.01% | 457 |
|
|
2021
Q2 | $65K | Buy |
1,175
+69
| +6% | +$3.82K | 0.01% | 474 |
|
|
2021
Q1 | $59K | Buy |
1,106
+109
| +11% | +$5.82K | 0.01% | 400 |
|
|
2020
Q4 | $51K | Buy |
+997
| New | +$51K | 0.01% | 410 |
|