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