WealthTrust-Arizona’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $8K | Buy |
141
+4
| +3% | +$227 | ﹤0.01% | 407 |
|
|
2018
Q3 | $10K | Buy |
137
+4
| +3% | +$292 | ﹤0.01% | 406 |
|
|
2018
Q2 | $9K | Sell |
133
-42
| -24% | -$2.84K | ﹤0.01% | 412 |
|
|
2018
Q1 | $10K | Hold |
175
| – | – | 0.01% | 394 |
|
|
2017
Q4 | $9K | Buy |
175
+5
| +3% | +$257 | ﹤0.01% | 412 |
|
|
2017
Q3 | $9K | Buy |
170
+4
| +2% | +$212 | ﹤0.01% | 413 |
|
|
2017
Q2 | $9K | Buy |
166
+10
| +6% | +$542 | ﹤0.01% | 401 |
|
|
2017
Q1 | $8K | Buy |
156
+11
| +8% | +$564 | ﹤0.01% | 413 |
|
|
2016
Q4 | $9K | Buy |
145
+4
| +3% | +$248 | 0.01% | 394 |
|
|
2016
Q3 | $7K | Buy |
141
+4
| +3% | +$199 | ﹤0.01% | 423 |
|
|
2016
Q2 | $7K | Buy |
137
+6
| +5% | +$307 | ﹤0.01% | 408 |
|
|
2016
Q1 | $8K | Hold |
131
| – | – | 0.01% | 385 |
|
|
2015
Q4 | $8K | Buy |
131
+3
| +2% | +$183 | ﹤0.01% | 405 |
|
|
2015
Q3 | $9K | Buy |
128
+3
| +2% | +$211 | 0.01% | 387 |
|
|
2015
Q2 | $11K | Buy |
125
+25
| +25% | +$2.2K | 0.01% | 388 |
|
|
2015
Q1 | $9K | Buy |
100
+30
| +43% | +$2.7K | 0.01% | 424 |
|
|
2014
Q4 | $6K | Hold |
70
| – | – | 0.01% | 462 |
|
|
2014
Q3 | $7K | Hold |
70
| – | – | 0.01% | 457 |
|
|
2014
Q2 | $7K | Hold |
70
| – | – | 0.01% | 456 |
|
|
2014
Q1 | $7K | Hold |
70
| – | – | 0.01% | 476 |
|
|
2013
Q4 | $8K | Buy |
+70
| New | +$8K | 0.01% | 442 |
|