SAM
IBKC
Solaris Asset Management’s IBERIABANK Corp IBKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,200
| Closed | -$93K | – | 209 |
|
|
2017
Q4 | $93K | Hold |
1,200
| – | – | 0.05% | 135 |
|
|
2017
Q3 | $99K | Sell |
1,200
-87
| -7% | -$7.18K | 0.06% | 129 |
|
|
2017
Q2 | $105K | Hold |
1,287
| – | – | 0.06% | 125 |
|
|
2017
Q1 | $102K | Hold |
1,287
| – | – | 0.07% | 124 |
|
|
2016
Q4 | $108K | Buy |
1,287
+1,200
| +1,379% | +$101K | 0.07% | 124 |
|
|
2016
Q3 | $6K | Buy |
+87
| New | +$6K | ﹤0.01% | 400 |
|