CAPTRUST Financial Advisors’s IBERIABANK Corp IBKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-594
| Closed | -$26K | – | 3379 |
|
|
2020
Q2 | $26K | Buy |
+594
| New | +$26K | ﹤0.01% | 1851 |
|
|
2019
Q4 | – | Sell |
-971
| Closed | -$73K | – | 2021 |
|
|
2019
Q3 | $73K | Buy |
971
+462
| +91% | +$34.7K | ﹤0.01% | 876 |
|
|
2019
Q2 | $39K | Buy |
509
+155
| +44% | +$11.9K | ﹤0.01% | 1071 |
|
|
2019
Q1 | $26K | Buy |
354
+287
| +428% | +$21.1K | ﹤0.01% | 1097 |
|
|
2018
Q4 | $4K | Hold |
67
| – | – | ﹤0.01% | 1408 |
|
|
2018
Q3 | $5K | Sell |
67
-42
| -39% | -$3.13K | ﹤0.01% | 1373 |
|
|
2018
Q2 | $8K | Hold |
109
| – | – | ﹤0.01% | 1247 |
|
|
2018
Q1 | $8K | Hold |
109
| – | – | ﹤0.01% | 1095 |
|
|
2017
Q4 | $8K | Buy |
+109
| New | +$8K | ﹤0.01% | 1058 |
|