Lido Advisors’s IBERIABANK Corp IBKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,969
| Closed | -$374K | – | 639 |
|
|
2019
Q4 | $374K | Buy |
4,969
+848
| +21% | +$63.8K | 0.01% | 397 |
|
|
2019
Q3 | $313K | Buy |
4,121
+40
| +1% | +$3.04K | 0.02% | 387 |
|
|
2019
Q2 | $311K | Buy |
4,081
+205
| +5% | +$15.6K | 0.02% | 381 |
|
|
2019
Q1 | $279K | Sell |
3,876
-10
| -0.3% | -$720 | 0.02% | 376 |
|
|
2018
Q4 | $251K | Buy |
3,886
+590
| +18% | +$38.1K | 0.02% | 324 |
|
|
2018
Q3 | $269K | Buy |
3,296
+285
| +9% | +$23.3K | 0.03% | 341 |
|
|
2018
Q2 | $228K | Buy |
3,011
+341
| +13% | +$25.8K | 0.03% | 349 |
|
|
2018
Q1 | $208K | Buy |
+2,670
| New | +$208K | 0.03% | 344 |
|