Prospera Financial Services’s IBERIABANK Corp IBKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,925
| Closed | -$219K | – | 643 |
|
|
2019
Q4 | $219K | Sell |
2,925
-324
| -10% | -$24.3K | 0.02% | 547 |
|
|
2019
Q3 | $245K | Sell |
3,249
-495
| -13% | -$37.3K | 0.03% | 478 |
|
|
2019
Q2 | $285K | Buy |
+3,744
| New | +$285K | 0.03% | 413 |
|
|
2018
Q4 | – | Sell |
-2,450
| Closed | -$202K | – | 452 |
|
|
2018
Q3 | $202K | Sell |
2,450
-1,224
| -33% | -$101K | 0.04% | 396 |
|
|
2018
Q2 | $284K | Hold |
3,674
| – | – | 0.04% | 360 |
|
|
2018
Q1 | $291K | Hold |
3,674
| – | – | 0.04% | 347 |
|
|
2017
Q4 | $286K | Hold |
3,674
| – | – | 0.04% | 322 |
|
|
2017
Q3 | $300K | Hold |
3,674
| – | – | 0.05% | 323 |
|
|
2017
Q2 | $301K | Buy |
+3,674
| New | +$301K | 0.05% | 310 |
|