Middleton & Co’s IBERIABANK Corp IBKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,305
| Closed | -$930K | – | 142 |
|
|
2019
Q3 | $930K | Sell |
12,305
-75
| -0.6% | -$5.67K | 0.14% | 95 |
|
|
2019
Q2 | $939K | Hold |
12,380
| – | – | 0.15% | 96 |
|
|
2019
Q1 | $888K | Hold |
12,380
| – | – | 0.14% | 94 |
|
|
2018
Q4 | $796K | Sell |
12,380
-1,420
| -10% | -$91.3K | 0.15% | 94 |
|
|
2018
Q3 | $1.12M | Hold |
13,800
| – | – | 0.18% | 96 |
|
|
2018
Q2 | $1.05M | Buy |
13,800
+225
| +2% | +$17.1K | 0.18% | 96 |
|
|
2018
Q1 | $1.06M | Hold |
13,575
| – | – | 0.19% | 93 |
|
|
2017
Q4 | $1.05M | Hold |
13,575
| – | – | 0.18% | 101 |
|
|
2017
Q3 | $1.12M | Buy |
+13,575
| New | +$1.12M | 0.2% | 97 |
|