United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,364
| Closed | -$258K | – | 1115 |
|
|
2022
Q2 | $258K | Sell |
5,364
-67
| -1% | -$3.22K | ﹤0.01% | 984 |
|
|
2022
Q1 | $282K | Buy |
5,431
+67
| +1% | +$3.48K | ﹤0.01% | 999 |
|
|
2021
Q4 | $266K | Buy |
+5,364
| New | +$266K | ﹤0.01% | 1060 |
|
|
2021
Q2 | – | Sell |
-7,364
| Closed | -$396K | – | 1230 |
|
|
2021
Q1 | $396K | Sell |
7,364
-1,000
| -12% | -$53.8K | ﹤0.01% | 915 |
|
|
2020
Q4 | $424K | Hold |
8,364
| – | – | ﹤0.01% | 887 |
|
|
2020
Q3 | $413K | Sell |
8,364
-1,592
| -16% | -$78.6K | ﹤0.01% | 874 |
|
|
2020
Q2 | $483K | Buy |
9,956
+3,144
| +46% | +$153K | ﹤0.01% | 871 |
|
|
2020
Q1 | $330K | Sell |
6,812
-10,597
| -61% | -$513K | ﹤0.01% | 947 |
|
|
2019
Q4 | $1.07M | Sell |
17,409
-504
| -3% | -$31K | 0.01% | 748 |
|
|
2019
Q3 | $1.15M | Buy |
17,913
+1,892
| +12% | +$121K | 0.01% | 701 |
|
|
2019
Q2 | $1.16M | Buy |
16,021
+377
| +2% | +$27.3K | 0.01% | 760 |
|
|
2019
Q1 | $1.13M | Buy |
15,644
+106
| +0.7% | +$7.68K | 0.01% | 737 |
|
|
2018
Q4 | $887K | Buy |
15,538
+1,846
| +13% | +$105K | 0.01% | 745 |
|
|
2018
Q3 | $968K | Buy |
13,692
+5,312
| +63% | +$376K | 0.01% | 792 |
|
|
2018
Q2 | $595K | Sell |
8,380
-55
| -0.7% | -$3.91K | ﹤0.01% | 902 |
|
|
2018
Q1 | $481K | Buy |
8,435
+682
| +9% | +$38.9K | ﹤0.01% | 971 |
|
|
2017
Q4 | $411K | Buy |
+7,753
| New | +$411K | ﹤0.01% | 1017 |
|