Wedmont Private Capital’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,704
| Closed | -$252K | – | 520 |
|
|
2023
Q2 | $252K | Hold |
7,704
| – | – | 0.03% | 423 |
|
|
2023
Q1 | $401K | Sell |
7,704
-114
| -1% | -$5.94K | 0.05% | 262 |
|
|
2022
Q4 | $414K | Hold |
7,818
| – | – | 0.06% | 249 |
|
|
2022
Q3 | $388K | Hold |
7,818
| – | – | 0.08% | 201 |
|
|
2022
Q2 | $376K | Hold |
7,818
| – | – | 0.08% | 183 |
|
|
2022
Q1 | $413K | Hold |
7,818
| – | – | 0.09% | 168 |
|
|
2021
Q4 | $428K | Buy |
+7,818
| New | +$428K | 0.13% | 124 |
|