TP
IBKC
Truvvo Partners’s IBERIABANK Corp IBKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-59,246
| Closed | -$2.7M | – | 45 |
|
|
2020
Q2 | $2.7M | Hold |
59,246
| – | – | 2.11% | 6 |
|
|
2020
Q1 | $2.17M | Hold |
59,246
| – | – | 2% | 7 |
|
|
2019
Q4 | $4.46M | Hold |
59,246
| – | – | 2.37% | 6 |
|
|
2019
Q3 | $4.48M | Hold |
59,246
| – | – | 2.49% | 7 |
|
|
2019
Q2 | $4.52M | Hold |
59,246
| – | – | 2.52% | 7 |
|
|
2019
Q1 | $4.25M | Hold |
59,246
| – | – | 3.13% | 8 |
|
|
2018
Q4 | $3.83M | Hold |
59,246
| – | – | 2.75% | 7 |
|
|
2018
Q3 | $4.82M | Hold |
59,246
| – | – | 3% | 7 |
|
|
2018
Q2 | $4.51M | Buy |
+59,246
| New | +$4.51M | 2.97% | 7 |
|