Whittier Trust’s Icahn Enterprises IEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-377
| Closed | -$18K | – | 1461 |
|
|
2020
Q2 | $18K | Buy |
+377
| New | +$18K | ﹤0.01% | 981 |
|
|
2017
Q1 | – | Sell |
-968
| Closed | -$58K | – | 1362 |
|
|
2016
Q4 | $58K | Hold |
968
| – | – | ﹤0.01% | 686 |
|
|
2016
Q3 | $49K | Hold |
968
| – | – | ﹤0.01% | 702 |
|
|
2016
Q2 | $52K | Hold |
968
| – | – | ﹤0.01% | 707 |
|
|
2016
Q1 | $61K | Hold |
968
| – | – | ﹤0.01% | 685 |
|
|
2015
Q4 | $59K | Buy |
+968
| New | +$59K | ﹤0.01% | 694 |
|