AE Wealth Management’s IBERIABANK Corp IBKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,766
| Closed | -$354K | – | 1396 |
|
|
2020
Q2 | $354K | Buy |
7,766
+179
| +2% | +$8.16K | 0.01% | 974 |
|
|
2020
Q1 | $274K | Buy |
7,587
+8
| +0.1% | +$289 | 0.01% | 899 |
|
|
2019
Q4 | $567K | Sell |
7,579
-1,400
| -16% | -$105K | 0.01% | 701 |
|
|
2019
Q3 | $678K | Hold |
8,979
| – | – | 0.02% | 540 |
|
|
2019
Q2 | $681K | Buy |
+8,979
| New | +$681K | 0.02% | 507 |
|
|
2018
Q4 | – | Sell |
-8,979
| Closed | -$730K | – | 613 |
|
|
2018
Q3 | $730K | Sell |
8,979
-1,701
| -16% | -$138K | 0.04% | 266 |
|
|
2018
Q2 | $810K | Buy |
+10,680
| New | +$810K | 0.06% | 195 |
|