Carroll Financial Associates’s IBERIABANK Corp IBKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-471
| Closed | -$21K | – | 1795 |
|
|
2020
Q2 | $21K | Sell |
471
-372
| -44% | -$16.6K | ﹤0.01% | 846 |
|
|
2020
Q1 | $30K | Buy |
843
+503
| +148% | +$17.9K | ﹤0.01% | 704 |
|
|
2019
Q4 | $25K | Hold |
340
| – | – | ﹤0.01% | 825 |
|
|
2019
Q3 | $25K | Hold |
340
| – | – | ﹤0.01% | 769 |
|
|
2019
Q2 | $25K | Hold |
340
| – | – | ﹤0.01% | 770 |
|
|
2019
Q1 | $24K | Buy |
340
+110
| +48% | +$7.77K | ﹤0.01% | 712 |
|
|
2018
Q4 | $15K | Hold |
230
| – | – | ﹤0.01% | 752 |
|
|
2018
Q3 | $18K | Hold |
230
| – | – | ﹤0.01% | 745 |
|
|
2018
Q2 | $17K | Hold |
230
| – | – | ﹤0.01% | 734 |
|
|
2018
Q1 | $17K | Hold |
230
| – | – | ﹤0.01% | 721 |
|
|
2017
Q4 | $17K | Hold |
230
| – | – | ﹤0.01% | 711 |
|
|
2017
Q3 | $18K | Hold |
230
| – | – | ﹤0.01% | 694 |
|
|
2017
Q2 | $18K | Hold |
230
| – | – | ﹤0.01% | 707 |
|
|
2017
Q1 | $18K | Hold |
230
| – | – | ﹤0.01% | 698 |
|
|
2016
Q4 | $19K | Hold |
230
| – | – | ﹤0.01% | 652 |
|
|
2016
Q3 | $15K | Hold |
230
| – | – | ﹤0.01% | 727 |
|
|
2016
Q2 | $13K | Hold |
230
| – | – | ﹤0.01% | 737 |
|
|
2016
Q1 | $11K | Buy |
+230
| New | +$11K | ﹤0.01% | 755 |
|