SFMG Wealth Advisors’s IBERIABANK Corp IBKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $532K | Buy |
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|
2019
Q3 | $533K | Hold |
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|
2019
Q2 | $553K | Sell |
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|
2019
Q1 | $550K | Sell |
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|
2018
Q4 | $552K | Hold |
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|
2018
Q3 | $651K | Sell |
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|
2018
Q2 | $814K | Sell |
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|
2018
Q1 | $1.08M | Sell |
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|
2017
Q4 | $1.23M | Sell |
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|
2017
Q3 | $1.37M | Buy |
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|
2017
Q2 | $1.35M | Sell |
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|
2017
Q1 | $1.38M | Sell |
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|
2016
Q4 | $1.46M | Sell |
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|
2016
Q3 | $1.56M | Sell |
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|
2016
Q2 | $1.45M | Sell |
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|
2016
Q1 | $1.42M | Buy |
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|
2015
Q4 | $1.52M | Hold |
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|
2015
Q3 | $1.6M | Sell |
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|
2015
Q2 | $1.93M | Sell |
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|
2015
Q1 | $9.04M | Buy |
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|
2014
Q4 | $2.64M | Sell |
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|
2014
Q3 | $2.63M | Buy |
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