J.P. Morgan Private Wealth Advisors’s IBERIABANK Corp IBKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,932
| Closed | -$238K | – | 1622 |
|
|
2018
Q3 | $238K | Sell |
2,932
-24
| -0.8% | -$1.95K | ﹤0.01% | 1398 |
|
|
2018
Q2 | $224K | Buy |
+2,956
| New | +$224K | ﹤0.01% | 1319 |
|
|
2017
Q2 | – | Sell |
-9,874
| Closed | -$781K | – | 1388 |
|
|
2017
Q1 | $781K | Sell |
9,874
-479
| -5% | -$37.9K | 0.01% | 707 |
|
|
2016
Q4 | $867K | Sell |
10,353
-61
| -0.6% | -$5.11K | 0.01% | 632 |
|
|
2016
Q3 | $698K | Buy |
10,414
+355
| +4% | +$23.8K | 0.01% | 679 |
|
|
2016
Q2 | $601K | Buy |
10,059
+1,724
| +21% | +$103K | 0.01% | 728 |
|
|
2016
Q1 | $428K | Buy |
8,335
+2,321
| +39% | +$119K | ﹤0.01% | 797 |
|
|
2015
Q4 | $331K | Buy |
6,014
+134
| +2% | +$7.38K | ﹤0.01% | 828 |
|
|
2015
Q3 | $342K | Hold |
5,880
| – | – | ﹤0.01% | 749 |
|
|
2015
Q2 | $401K | Hold |
5,880
| – | – | ﹤0.01% | 755 |
|
|
2015
Q1 | $371K | Buy |
5,880
+990
| +20% | +$62.5K | ﹤0.01% | 817 |
|
|
2014
Q4 | $317K | Sell |
4,890
-70
| -1% | -$4.54K | ﹤0.01% | 854 |
|
|
2014
Q3 | $310K | Buy |
4,960
+460
| +10% | +$28.8K | ﹤0.01% | 840 |
|
|
2014
Q2 | $311K | Buy |
4,500
+385
| +9% | +$26.6K | 0.01% | 706 |
|
|
2014
Q1 | $289K | Buy |
+4,115
| New | +$289K | 0.01% | 724 |
|