Steward Partners Investment Advisory’s IBERIABANK Corp IBKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-253
| Closed | -$12K | – | 2931 |
|
|
2020
Q2 | $12K | Buy |
253
+3
| +1% | +$142 | ﹤0.01% | 1989 |
|
|
2020
Q1 | $9K | Sell |
250
-600
| -71% | -$21.6K | ﹤0.01% | 1917 |
|
|
2019
Q4 | $63K | Hold |
850
| – | – | ﹤0.01% | 1307 |
|
|
2019
Q3 | $64K | Hold |
850
| – | – | ﹤0.01% | 1262 |
|
|
2019
Q2 | $64K | Buy |
+850
| New | +$64K | ﹤0.01% | 1248 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$20K | – | 2477 |
|
|
2018
Q3 | $20K | Sell |
250
-600
| -71% | -$48K | ﹤0.01% | 1565 |
|
|
2018
Q2 | $64K | Hold |
850
| – | – | ﹤0.01% | 1005 |
|
|
2018
Q1 | $66K | Hold |
850
| – | – | ﹤0.01% | 897 |
|
|
2017
Q4 | $65K | Buy |
+850
| New | +$65K | 0.01% | 745 |
|