Wealthspire Advisors (Maryland)’s IBERIABANK Corp IBKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-379
| Closed | -$27K | – | 2456 |
|
|
2019
Q1 | $27K | Sell |
379
-234
| -38% | -$16.7K | ﹤0.01% | 1163 |
|
|
2018
Q4 | $39K | Sell |
613
-28
| -4% | -$1.78K | ﹤0.01% | 963 |
|
|
2018
Q3 | $52K | Buy |
641
+4
| +0.6% | +$324 | ﹤0.01% | 957 |
|
|
2018
Q2 | $48K | Buy |
637
+11
| +2% | +$829 | ﹤0.01% | 995 |
|
|
2018
Q1 | $49K | Sell |
626
-41
| -6% | -$3.21K | ﹤0.01% | 999 |
|
|
2017
Q4 | $52K | Buy |
667
+102
| +18% | +$7.95K | 0.01% | 990 |
|
|
2017
Q3 | $46K | Buy |
565
+61
| +12% | +$4.97K | 0.01% | 1014 |
|
|
2017
Q2 | $41K | Buy |
504
+45
| +10% | +$3.66K | ﹤0.01% | 1017 |
|
|
2017
Q1 | $36K | Sell |
459
-4
| -0.9% | -$314 | 0.01% | 907 |
|
|
2016
Q4 | $39K | Sell |
463
-220
| -32% | -$18.5K | 0.01% | 843 |
|
|
2016
Q3 | $46K | Buy |
683
+142
| +26% | +$9.56K | 0.01% | 804 |
|
|
2016
Q2 | $32K | Buy |
541
+55
| +11% | +$3.25K | 0.01% | 851 |
|
|
2016
Q1 | $25K | Buy |
486
+15
| +3% | +$772 | ﹤0.01% | 892 |
|
|
2015
Q4 | $26K | Buy |
+471
| New | +$26K | ﹤0.01% | 899 |
|