Wealthspire Advisors (Maryland)’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-502
| Closed | -$36K | – | 1197 |
|
|
2019
Q1 | $36K | Hold |
502
| – | – | ﹤0.01% | 1035 |
|
|
2018
Q4 | $29K | Sell |
502
-443
| -47% | -$25.6K | ﹤0.01% | 1066 |
|
|
2018
Q3 | $67K | Buy |
945
+10
| +1% | +$709 | 0.01% | 854 |
|
|
2018
Q2 | $66K | Sell |
935
-284
| -23% | -$20K | 0.01% | 875 |
|
|
2018
Q1 | $70K | Sell |
1,219
-40
| -3% | -$2.3K | 0.01% | 859 |
|
|
2017
Q4 | $67K | Hold |
1,259
| – | – | 0.01% | 880 |
|
|
2017
Q3 | $69K | Buy |
1,259
+59
| +5% | +$3.23K | 0.01% | 854 |
|
|
2017
Q2 | $62K | Buy |
+1,200
| New | +$62K | 0.01% | 867 |
|
|
2016
Q1 | – | Sell |
-950
| Closed | -$58K | – | 1797 |
|
|
2015
Q4 | $58K | Buy |
+950
| New | +$58K | 0.01% | 676 |
|