Waterfront Wealth’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,827
| Closed | -$203K | – | 245 |
|
|
2022
Q1 | $203K | Sell |
3,827
-1,718
| -31% | -$91.1K | 0.07% | 236 |
|
|
2021
Q4 | $275K | Hold |
5,545
| – | – | 0.11% | 181 |
|
|
2021
Q3 | $277K | Hold |
5,545
| – | – | 0.13% | 143 |
|
|
2021
Q2 | $305K | Sell |
5,545
-600
| -10% | -$33K | 0.14% | 134 |
|
|
2021
Q1 | $338K | Sell |
6,145
-194
| -3% | -$10.7K | 0.17% | 126 |
|
|
2020
Q4 | $321K | Buy |
+6,339
| New | +$321K | 0.23% | 98 |
|