Transamerica Financial Advisors’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-71
| Closed | -$5K | – | 536 |
|
|
2016
Q1 | $5K | Sell |
71
-385
| -84% | -$27.1K | ﹤0.01% | 610 |
|
|
2015
Q4 | $28K | Sell |
456
-15
| -3% | -$921 | ﹤0.01% | 482 |
|
|
2015
Q3 | $32K | Sell |
471
-3,005
| -86% | -$204K | ﹤0.01% | 438 |
|
|
2015
Q2 | $302K | Sell |
3,476
-221
| -6% | -$19.2K | 0.02% | 285 |
|
|
2015
Q1 | $332K | Sell |
3,697
-3,244
| -47% | -$291K | 0.02% | 276 |
|
|
2014
Q4 | $642K | Buy |
6,941
+734
| +12% | +$67.9K | 0.05% | 164 |
|
|
2014
Q3 | $657K | Buy |
6,207
+6,173
| +18,156% | +$653K | 0.06% | 144 |
|
|
2014
Q2 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 563 |
|