PWLP
IBKC
Prio Wealth Limited Partnership’s IBERIABANK Corp IBKC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-6,600
| Closed | -$494K | – | 260 |
|
2019
Q4 | $494K | Hold |
6,600
| – | – | 0.02% | 174 |
|
2019
Q3 | $499K | Sell |
6,600
-30
| -0.5% | -$2.27K | 0.02% | 176 |
|
2019
Q2 | $502K | Sell |
6,630
-375
| -5% | -$28.4K | 0.02% | 171 |
|
2019
Q1 | $502K | Hold |
7,005
| – | – | 0.02% | 168 |
|
2018
Q4 | $450K | Hold |
7,005
| – | – | 0.02% | 164 |
|
2018
Q3 | $569K | Sell |
7,005
-575
| -8% | -$46.7K | 0.03% | 165 |
|
2018
Q2 | $574K | Sell |
7,580
-201,050
| -96% | -$15.2M | 0.03% | 159 |
|
2018
Q1 | $16.3M | Sell |
208,630
-9,167
| -4% | -$715K | 0.81% | 39 |
|
2017
Q4 | $16.9M | Buy |
217,797
+2,900
| +1% | +$225K | 0.79% | 41 |
|
2017
Q3 | $17.7M | Sell |
214,897
-5,848
| -3% | -$480K | 0.86% | 37 |
|
2017
Q2 | $18M | Sell |
220,745
-3,300
| -1% | -$269K | 0.9% | 34 |
|
2017
Q1 | $17.7M | Sell |
224,045
-3,004
| -1% | -$238K | 0.91% | 34 |
|
2016
Q4 | $19M | Sell |
227,049
-3,190
| -1% | -$267K | 1.02% | 33 |
|
2016
Q3 | $15.5M | Buy |
230,239
+655
| +0.3% | +$44K | 0.82% | 40 |
|
2016
Q2 | $13.7M | Sell |
229,584
-705
| -0.3% | -$42.1K | 0.75% | 45 |
|
2016
Q1 | $11.8M | Sell |
230,289
-3,831
| -2% | -$196K | 0.64% | 49 |
|
2015
Q4 | $12.9M | Sell |
234,120
-3,300
| -1% | -$182K | 0.7% | 47 |
|
2015
Q3 | $13.8M | Buy |
237,420
+1,535
| +0.7% | +$89.4K | 0.78% | 39 |
|
2015
Q2 | $16.1M | Sell |
235,885
-9,030
| -4% | -$616K | 0.83% | 37 |
|
2015
Q1 | $15.4M | Sell |
244,915
-165
| -0.1% | -$10.4K | 0.76% | 46 |
|
2014
Q4 | $15.9M | Buy |
245,080
+3,250
| +1% | +$211K | 0.79% | 44 |
|
2014
Q3 | $15.1M | Sell |
241,830
-2,457
| -1% | -$154K | 0.78% | 46 |
|
2014
Q2 | $16.9M | Buy |
244,287
+14,666
| +6% | +$1.01M | 0.85% | 42 |
|
2014
Q1 | $16.1M | Sell |
229,621
-1,869
| -0.8% | -$131K | 0.82% | 47 |
|
2013
Q4 | $14.5M | Buy |
231,490
+7,120
| +3% | +$447K | 0.73% | 52 |
|
2013
Q3 | $11.6M | Buy |
224,370
+22,585
| +11% | +$1.17M | 0.66% | 52 |
|
2013
Q2 | $10.8M | Buy |
+201,785
| New | +$10.8M | 0.65% | 53 |
|