Avantax Planning Partners’s First Interstate BancSystem FIBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,290
| Closed | -$314K | – | 456 |
|
|
2024
Q2 | $314K | Hold |
11,290
| – | – | 0.01% | 353 |
|
|
2024
Q1 | $307K | Hold |
11,290
| – | – | 0.01% | 358 |
|
|
2023
Q4 | $347K | Hold |
11,290
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $282K | Hold |
11,290
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $269K | Hold |
11,290
| – | – | 0.01% | 314 |
|
|
2023
Q1 | $337K | Hold |
11,290
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $436K | Buy |
11,290
+2,300
| +26% | +$88.9K | 0.02% | 247 |
|
|
2022
Q3 | $363K | Hold |
8,990
| – | – | 0.02% | 259 |
|
|
2022
Q2 | $343K | Buy |
8,990
+1,800
| +25% | +$68.7K | 0.01% | 257 |
|
|
2022
Q1 | $264K | Buy |
+7,190
| New | +$264K | 0.01% | 301 |
|
|
2018
Q4 | – | Sell |
-624
| Closed | -$28K | – | 591 |
|
|
2018
Q3 | $28K | Buy |
+624
| New | +$28K | ﹤0.01% | 622 |
|
|
2018
Q2 | – | Sell |
-636
| Closed | -$25K | – | 640 |
|
|
2018
Q1 | $25K | Buy |
+636
| New | +$25K | ﹤0.01% | 693 |
|