One Wealth Advisors’s IBERIABANK Corp IBKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,016
| Closed | -$73K | – | 570 |
|
|
2019
Q1 | $73K | Buy |
+1,016
| New | +$73K | 0.06% | 206 |
|
|
2018
Q4 | – | Sell |
-1,023
| Closed | -$84K | – | 550 |
|
|
2018
Q3 | $84K | Buy |
1,023
+38
| +4% | +$3.12K | 0.06% | 210 |
|
|
2018
Q2 | $75K | Hold |
985
| – | – | 0.06% | 221 |
|
|
2018
Q1 | $77K | Sell |
985
-45
| -4% | -$3.52K | 0.07% | 205 |
|
|
2017
Q4 | $80K | Buy |
+1,030
| New | +$80K | 0.07% | 232 |
|