WealthPLAN Partners’s Icahn Enterprises IEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$12.5K Sell
250
-200
-44% -$10K ﹤0.01% 562
2016
Q2
$13.5K Buy
+450
New +$13.5K ﹤0.01% 1608
2015
Q4
$176K Buy
+15,958
New +$176K 0.03% 292
2015
Q2
$897K Sell
10,338
-1,414
-12% -$123K 0.39% 36
2015
Q1
$1.05M Buy
+11,752
New +$1.05M 0.49% 42