United Capital Financial Advisors’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 |
-14,382
| Closed | -$655K | – | 1243 |
|
|
2020
Q2 | $655K | Hold |
14,382
| – | – | ﹤0.01% | 769 |
|
|
2020
Q1 | $520K | Buy |
14,382
+3,949
| +38% | +$143K | ﹤0.01% | 794 |
|
|
2019
Q4 | $781K | Sell |
10,433
-3,135
| -23% | -$235K | 0.01% | 856 |
|
|
2019
Q3 | $1.03M | Sell |
13,568
-626
| -4% | -$47.3K | 0.01% | 738 |
|
|
2019
Q2 | $1.08M | Buy |
+14,194
| New | +$1.08M | 0.01% | 782 |
|