SFWA
IBKC
Summit Financial Wealth Advisors’s IBERIABANK Corp IBKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,887
| Closed | -$426K | – | 129 |
|
|
2020
Q2 | $426K | Sell |
9,887
-17,287
| -64% | -$745K | 0.11% | 81 |
|
|
2020
Q1 | $958K | Buy |
27,174
+1,052
| +4% | +$37.1K | 0.3% | 49 |
|
|
2019
Q4 | $1.93M | Buy |
26,122
+511
| +2% | +$37.8K | 0.47% | 44 |
|
|
2019
Q3 | $1.91M | Buy |
25,611
+4
| +0% | +$298 | 0.47% | 48 |
|
|
2019
Q2 | $1.94M | Buy |
25,607
+12,936
| +102% | +$981K | 0.48% | 52 |
|
|
2019
Q1 | $920K | Buy |
12,671
+340
| +3% | +$24.7K | 0.24% | 67 |
|
|
2018
Q4 | $793K | Hold |
12,331
| – | – | 0.26% | 63 |
|
|
2018
Q3 | $957K | Buy |
12,331
+2,917
| +31% | +$226K | 0.29% | 62 |
|
|
2018
Q2 | $734K | Hold |
9,414
| – | – | 0.25% | 71 |
|
|
2018
Q1 | $734K | Hold |
9,414
| – | – | 0.24% | 72 |
|
|
2017
Q4 | $730K | Buy |
9,414
+55
| +0.6% | +$4.27K | 0.25% | 73 |
|
|
2017
Q3 | $769K | Buy |
9,359
+50
| +0.5% | +$4.11K | 0.28% | 74 |
|
|
2017
Q2 | $759K | Buy |
9,309
+52
| +0.6% | +$4.24K | 0.3% | 75 |
|
|
2017
Q1 | $732K | Buy |
9,257
+501
| +6% | +$39.6K | 0.32% | 75 |
|
|
2016
Q4 | $733K | Sell |
8,756
-791
| -8% | -$66.2K | 0.32% | 76 |
|
|
2016
Q3 | $641K | Sell |
9,547
-700
| -7% | -$47K | 0.28% | 80 |
|
|
2016
Q2 | $612K | Sell |
10,247
-50
| -0.5% | -$2.99K | 0.26% | 80 |
|
|
2016
Q1 | $528K | Sell |
10,297
-205
| -2% | -$10.5K | 0.23% | 79 |
|
|
2015
Q4 | $578K | Buy |
10,502
+499
| +5% | +$27.5K | 0.26% | 73 |
|
|
2015
Q3 | $582K | Hold |
10,003
| – | – | 0.38% | 51 |
|
|
2015
Q2 | $682K | Hold |
10,003
| – | – | 0.42% | 47 |
|
|
2015
Q1 | $645K | Buy |
10,003
+4,300
| +75% | +$277K | 0.44% | 39 |
|
|
2014
Q4 | $370K | Buy |
+5,703
| New | +$370K | 0.26% | 50 |
|