WFG Advisors’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $53K | Buy |
1,025
+357
| +53% | +$18.5K | 0.01% | 686 |
|
|
2017
Q1 | $34K | Sell |
668
-309
| -32% | -$15.7K | 0.01% | 765 |
|
|
2016
Q4 | $59K | Buy |
977
+150
| +18% | +$9.06K | 0.01% | 680 |
|
|
2016
Q3 | $42K | Buy |
827
+28
| +4% | +$1.42K | 0.01% | 749 |
|
|
2016
Q2 | $43K | Sell |
799
-100
| -11% | -$5.38K | 0.01% | 718 |
|
|
2016
Q1 | $57K | Sell |
899
-300
| -25% | -$19K | 0.02% | 626 |
|
|
2015
Q4 | $73K | Sell |
1,199
-380
| -24% | -$23.1K | 0.02% | 552 |
|
|
2015
Q3 | $106K | Buy |
1,579
+100
| +7% | +$6.71K | 0.03% | 450 |
|
|
2015
Q2 | $128K | Hold |
1,479
| – | – | 0.04% | 464 |
|
|
2015
Q1 | $133K | Sell |
1,479
-57
| -4% | -$5.13K | 0.04% | 449 |
|
|
2014
Q4 | $142K | Buy |
1,536
+28
| +2% | +$2.59K | 0.03% | 540 |
|
|
2014
Q3 | $160K | Buy |
1,508
+50
| +3% | +$5.31K | 0.03% | 507 |
|
|
2014
Q2 | $145K | Buy |
1,458
+10
| +0.7% | +$995 | 0.03% | 535 |
|
|
2014
Q1 | $149K | Buy |
1,448
+27
| +2% | +$2.78K | 0.03% | 506 |
|
|
2013
Q4 | $155K | Buy |
1,421
+21
| +2% | +$2.29K | 0.02% | 593 |
|
|
2013
Q3 | $117K | Sell |
1,400
-56
| -4% | -$4.68K | 0.02% | 657 |
|
|
2013
Q2 | $106K | Buy |
+1,456
| New | +$106K | 0.02% | 648 |
|