Valeo 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 |
-8
| Closed | – | – | 2216 |
|
|
2020
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 2155 |
|
|
2020
Q1 | $0 | Sell |
8
-8
| -50% | – | ﹤0.01% | 1933 |
|
|
2019
Q4 | $1K | Buy |
16
+15
| +1,500% | +$938 | ﹤0.01% | 1592 |
|
|
2019
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1713 |
|
|
2019
Q1 | – | Sell |
-1,543
| Closed | -$99K | – | 1718 |
|
|
2018
Q4 | $99K | Sell |
1,543
-536
| -26% | -$34.4K | 0.01% | 379 |
|
|
2018
Q3 | $155K | Buy |
2,079
+1,164
| +127% | +$86.8K | 0.02% | 318 |
|
|
2018
Q2 | $77K | Buy |
915
+790
| +632% | +$66.5K | 0.01% | 456 |
|
|
2018
Q1 | $10K | Buy |
+125
| New | +$10K | ﹤0.01% | 937 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1532 |
|