Creative Planning’s IBERIABANK Corp IBKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,158
| Closed | -$502K | – | 4079 |
|
|
2017
Q2 | $502K | Sell |
6,158
-1,036
| -14% | -$84.5K | ﹤0.01% | 1001 |
|
|
2017
Q1 | $569K | Buy |
7,194
+4
| +0.1% | +$316 | ﹤0.01% | 921 |
|
|
2016
Q4 | $602K | Sell |
7,190
-1,031
| -13% | -$86.3K | ﹤0.01% | 837 |
|
|
2016
Q3 | $552K | Sell |
8,221
-460
| -5% | -$30.9K | ﹤0.01% | 832 |
|
|
2016
Q2 | $519K | Buy |
8,681
+1,927
| +29% | +$115K | ﹤0.01% | 756 |
|
|
2016
Q1 | $346K | Buy |
6,754
+6
| +0.1% | +$307 | ﹤0.01% | 918 |
|
|
2015
Q4 | $372K | Buy |
6,748
+5
| +0.1% | +$276 | ﹤0.01% | 890 |
|
|
2015
Q3 | $392K | Buy |
+6,743
| New | +$392K | ﹤0.01% | 840 |
|
|
2015
Q2 | – | Sell |
-6,733
| Closed | -$424K | – | 3299 |
|
|
2015
Q1 | $424K | Buy |
6,733
+5,874
| +684% | +$370K | ﹤0.01% | 807 |
|
|
2014
Q4 | $56K | Buy |
859
+4
| +0.5% | +$261 | ﹤0.01% | 1921 |
|
|
2014
Q3 | $53K | Sell |
855
-49
| -5% | -$3.04K | ﹤0.01% | 1871 |
|
|
2014
Q2 | $63K | Buy |
904
+49
| +6% | +$3.42K | ﹤0.01% | 1710 |
|
|
2014
Q1 | $60K | Hold |
855
| – | – | ﹤0.01% | 1686 |
|
|
2013
Q4 | $54K | Hold |
855
| – | – | ﹤0.01% | 1563 |
|
|
2013
Q3 | $44K | Hold |
855
| – | – | ﹤0.01% | 1594 |
|
|
2013
Q2 | $46K | Buy |
+855
| New | +$46K | ﹤0.01% | 1438 |
|