Glassman Wealth Services’s IBERIABANK Corp IBKC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-106
Closed -$5K 1576
2020
Q2
$5K Buy
106
+101
+2,020% +$4.17K ﹤0.01% 656
2020
Q1
$0 Buy
5
+4
+400% +$249 ﹤0.01% 1746
2019
Q4
$0 Buy
+1
New +$74 ﹤0.01% 1628
2019
Q3
Sell
-1
Closed 1532
2019
Q2
$0 Buy
+1
New +$76 ﹤0.01% 1514

Glassman Wealth Services's IBKC Position: Q3 2020 in Review

Glassman Wealth Services sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 106 shares — an estimated $5K sold.

Glassman Wealth Services first reported a position in IBKC in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2020. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.

  • Glassman Wealth Services reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 106 IBERIABANK Corp shares in Q3 2020, an estimated $5K.
  • Glassman Wealth Services first reported a position in IBERIABANK Corp in Q2 2019 and held it in 4 quarters.
  • Glassman Wealth Services's IBERIABANK Corp position peaked at $5K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.

Based on Glassman Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.