Welch Group’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,071
| Closed | -$211K | – | 218 |
|
|
2023
Q1 | $211K | Hold |
4,071
| – | – | 0.01% | 196 |
|
|
2022
Q4 | $206K | Hold |
4,071
| – | – | 0.01% | 201 |
|
|
2022
Q3 | $202K | Buy |
+4,071
| New | +$202K | 0.01% | 169 |
|
|
2022
Q2 | – | Sell |
-4,071
| Closed | -$211K | – | 210 |
|
|
2022
Q1 | $211K | Hold |
4,071
| – | – | 0.01% | 202 |
|
|
2021
Q4 | $202K | Hold |
4,071
| – | – | 0.01% | 207 |
|
|
2021
Q3 | $203K | Hold |
4,071
| – | – | 0.01% | 182 |
|
|
2021
Q2 | $224K | Hold |
4,071
| – | – | 0.02% | 172 |
|
|
2021
Q1 | $219K | Hold |
4,071
| – | – | 0.02% | 173 |
|
|
2020
Q4 | $206K | Buy |
+4,071
| New | +$206K | 0.02% | 140 |
|