JWM
IBKC
Janiczek Wealth Management’s IBERIABANK Corp IBKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-43,750
| Closed | -$2.81M | – | 192 |
|
|
2018
Q4 | $2.81M | Hold |
43,750
| – | – | 1.43% | 15 |
|
|
2018
Q3 | $3.56M | Hold |
43,750
| – | – | 1.86% | 9 |
|
|
2018
Q2 | $3.32M | Hold |
43,750
| – | – | 1.75% | 9 |
|
|
2018
Q1 | $3.41M | Hold |
43,750
| – | – | 1.93% | 8 |
|
|
2017
Q4 | $3.39M | Hold |
43,750
| – | – | 1.84% | 8 |
|
|
2017
Q3 | $3.59M | Hold |
43,750
| – | – | 2% | 8 |
|
|
2017
Q2 | $3.57M | Hold |
43,750
| – | – | 2.08% | 8 |
|
|
2017
Q1 | $3.46M | Hold |
43,750
| – | – | 1.98% | 8 |
|
|
2016
Q4 | $3.66M | Buy |
+43,750
| New | +$3.66M | 1.64% | 8 |
|