Sugarloaf Wealth Management’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
-38
Closed -$2K 749
2020
Q2
$2K Hold
38
﹤0.01% 624
2020
Q1
$1K Hold
38
﹤0.01% 673
2019
Q4
$3K Buy
+38
New +$2.82K ﹤0.01% 622

Sugarloaf Wealth Management's IBKC Position: Q3 2020 in Review

Sugarloaf Wealth Management sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 38 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in IBKC in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.

  • Sugarloaf Wealth Management reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 38 IBERIABANK Corp shares in Q3 2020, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in IBERIABANK Corp in Q4 2019 and held it in 3 quarters.
  • Sugarloaf Wealth Management's IBERIABANK Corp position peaked at $3K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.