Simplicity Solutions’s IBERIABANK Corp IBKC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-7,120
Closed -$324K 976
2020
Q2
$324K Buy
7,120
+12
+0.2% +$546 0.01% 712
2020
Q1
$257K Buy
7,108
+8
+0.1% +$289 0.01% 636
2019
Q4
$531K Sell
7,100
-1,400
-16% -$105K 0.02% 525
2019
Q3
$642K Hold
8,500
0.03% 378
2019
Q2
$645K Buy
+8,500
New +$645K 0.03% 326
2018
Q4
Sell
-8,500
Closed -$691K 812
2018
Q3
$691K Sell
8,500
-1,713
-17% -$139K 0.04% 215
2018
Q2
$774K Buy
+10,213
New +$774K 0.06% 188