TrueWealth LLC’s IBERIABANK Corp IBKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-163
| Closed | -$6K | – | 798 |
|
|
2020
Q1 | $6K | Hold |
163
| – | – | ﹤0.01% | 536 |
|
|
2019
Q4 | $12K | Buy |
163
+49
| +43% | +$3.61K | ﹤0.01% | 443 |
|
|
2019
Q3 | $9K | Hold |
114
| – | – | ﹤0.01% | 478 |
|
|
2019
Q2 | $9K | Hold |
114
| – | – | ﹤0.01% | 481 |
|
|
2019
Q1 | $8K | Hold |
114
| – | – | ﹤0.01% | 504 |
|
|
2018
Q4 | $7K | Hold |
114
| – | – | ﹤0.01% | 498 |
|
|
2018
Q3 | $9K | Hold |
114
| – | – | ﹤0.01% | 521 |
|
|
2018
Q2 | $9K | Hold |
114
| – | – | ﹤0.01% | 517 |
|
|
2018
Q1 | $9K | Hold |
114
| – | – | ﹤0.01% | 482 |
|
|
2017
Q4 | $9K | Buy |
+114
| New | +$9K | ﹤0.01% | 542 |
|