Venturi 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
Q4 | – | Sell |
-380
| Closed | -$5.14K | – | 1983 |
|
|
2024
Q3 | $5.14K | Hold |
380
| – | – | ﹤0.01% | 1395 |
|
|
2024
Q2 | $6.26K | Hold |
380
| – | – | ﹤0.01% | 1185 |
|
|
2024
Q1 | $6.46K | Hold |
380
| – | – | ﹤0.01% | 1024 |
|
|
2023
Q4 | $6.53K | Hold |
380
| – | – | ﹤0.01% | 976 |
|
|
2023
Q3 | $7.52K | Hold |
380
| – | – | ﹤0.01% | 862 |
|
|
2023
Q2 | $11K | Buy |
+380
| New | +$11K | ﹤0.01% | 641 |
|