Waters Parkerson & Co’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 |
-10,965
| Closed | -$499K | – | 163 |
|
|
2020
Q2 | $499K | Hold |
10,965
| – | – | 0.04% | 105 |
|
|
2020
Q1 | $396K | Hold |
10,965
| – | – | 0.04% | 107 |
|
|
2019
Q4 | $821K | Hold |
10,965
| – | – | 0.06% | 89 |
|
|
2019
Q3 | $828K | Hold |
10,965
| – | – | 0.07% | 88 |
|
|
2019
Q2 | $832K | Hold |
10,965
| – | – | 0.07% | 87 |
|
|
2019
Q1 | $786K | Hold |
10,965
| – | – | 0.07% | 87 |
|
|
2018
Q4 | $705K | Buy |
10,965
+200
| +2% | +$12.9K | 0.07% | 88 |
|
|
2018
Q3 | $876K | Buy |
10,765
+300
| +3% | +$24.4K | 0.07% | 85 |
|
|
2018
Q2 | $793K | Hold |
10,465
| – | – | 0.07% | 86 |
|
|
2018
Q1 | $816K | Hold |
10,465
| – | – | 0.07% | 85 |
|
|
2017
Q4 | $811K | Hold |
10,465
| – | – | 0.07% | 86 |
|
|
2017
Q3 | $860K | Hold |
10,465
| – | – | 0.08% | 85 |
|
|
2017
Q2 | $853K | Hold |
10,465
| – | – | 0.08% | 87 |
|
|
2017
Q1 | $828K | Sell |
10,465
-25
| -0.2% | -$1.98K | 0.08% | 90 |
|
|
2016
Q4 | $879K | Sell |
10,490
-650
| -6% | -$54.5K | 0.09% | 85 |
|
|
2016
Q3 | $748K | Buy |
11,140
+1,742
| +19% | +$117K | 0.08% | 91 |
|
|
2016
Q2 | $561K | Hold |
9,398
| – | – | 0.06% | 99 |
|
|
2016
Q1 | $482K | Sell |
9,398
-200
| -2% | -$10.3K | 0.05% | 106 |
|
|
2015
Q4 | $529K | Buy |
9,598
+625
| +7% | +$34.4K | 0.06% | 99 |
|
|
2015
Q3 | $522K | Buy |
8,973
+300
| +3% | +$17.5K | 0.07% | 98 |
|
|
2015
Q2 | $592K | Sell |
8,673
-775
| -8% | -$52.9K | 0.07% | 90 |
|
|
2015
Q1 | $596K | Hold |
9,448
| – | – | 0.07% | 95 |
|
|
2014
Q4 | $613K | Hold |
9,448
| – | – | 0.07% | 89 |
|
|
2014
Q3 | $591K | Hold |
9,448
| – | – | 0.07% | 91 |
|
|
2014
Q2 | $654K | Buy |
9,448
+1,858
| +24% | +$129K | 0.08% | 86 |
|
|
2014
Q1 | $532K | Sell |
7,590
-129
| -2% | -$9.04K | 0.07% | 94 |
|
|
2013
Q4 | $485K | Hold |
7,719
| – | – | 0.06% | 95 |
|
|
2013
Q3 | $401K | Sell |
7,719
-13
| -0.2% | -$675 | 0.05% | 97 |
|
|
2013
Q2 | $415K | Buy |
+7,732
| New | +$415K | 0.06% | 90 |
|