Vaughan David Investments’s IBERIABANK Corp IBKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,394
| Closed | -$200K | – | 185 |
|
|
2020
Q2 | $200K | Buy |
+4,394
| New | +$200K | 0.01% | 172 |
|
|
2020
Q1 | – | Sell |
-4,394
| Closed | -$329K | – | 189 |
|
|
2019
Q4 | $329K | Hold |
4,394
| – | – | 0.01% | 162 |
|
|
2019
Q3 | $332K | Hold |
4,394
| – | – | 0.01% | 159 |
|
|
2019
Q2 | $333K | Hold |
4,394
| – | – | 0.01% | 159 |
|
|
2019
Q1 | $315K | Hold |
4,394
| – | – | 0.01% | 157 |
|
|
2018
Q4 | $282K | Hold |
4,394
| – | – | 0.01% | 159 |
|
|
2018
Q3 | $357K | Hold |
4,394
| – | – | 0.02% | 147 |
|
|
2018
Q2 | $333K | Sell |
4,394
-1,255
| -22% | -$95.1K | 0.02% | 149 |
|
|
2018
Q1 | $441K | Hold |
5,649
| – | – | 0.02% | 134 |
|
|
2017
Q4 | $438K | Hold |
5,649
| – | – | 0.02% | 135 |
|
|
2017
Q3 | $464K | Hold |
5,649
| – | – | 0.02% | 125 |
|
|
2017
Q2 | $460K | Sell |
5,649
-628
| -10% | -$51.1K | 0.02% | 126 |
|
|
2017
Q1 | $497K | Sell |
6,277
-697
| -10% | -$55.2K | 0.03% | 124 |
|
|
2016
Q4 | $584K | Sell |
6,974
-4,184
| -37% | -$350K | 0.03% | 110 |
|
|
2016
Q3 | $749K | Sell |
11,158
-2,790
| -20% | -$187K | 0.04% | 104 |
|
|
2016
Q2 | $833K | Hold |
13,948
| – | – | 0.05% | 102 |
|
|
2016
Q1 | $715K | Buy |
+13,948
| New | +$715K | 0.04% | 108 |
|