BWM
BerganKDV Wealth Management’s First Interstate BancSystem FIBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$38.7K | – | 1076 |
|
|
2022
Q4 | $38.7K | Hold |
1,000
| – | – | ﹤0.01% | 405 |
|
|
2022
Q3 | $40K | Sell |
1,000
-5,000
| -83% | -$200K | ﹤0.01% | 393 |
|
|
2022
Q2 | $229K | Hold |
6,000
| – | – | 0.03% | 233 |
|
|
2022
Q1 | $221K | Hold |
6,000
| – | – | 0.02% | 234 |
|
|
2021
Q4 | $244K | Hold |
6,000
| – | – | 0.03% | 243 |
|
|
2021
Q3 | $242K | Hold |
6,000
| – | – | 0.03% | 239 |
|
|
2021
Q2 | $251K | Hold |
6,000
| – | – | 0.03% | 228 |
|
|
2021
Q1 | $276K | Hold |
6,000
| – | – | 0.04% | 216 |
|
|
2020
Q4 | $245K | Hold |
6,000
| – | – | 0.03% | 205 |
|
|
2020
Q3 | $191K | Hold |
6,000
| – | – | 0.03% | 215 |
|
|
2020
Q2 | $186K | Hold |
6,000
| – | – | 0.03% | 222 |
|
|
2020
Q1 | $173K | Hold |
6,000
| – | – | 0.04% | 217 |
|
|
2019
Q4 | $252K | Hold |
6,000
| – | – | 0.04% | 204 |
|
|
2019
Q3 | $241K | Hold |
6,000
| – | – | 0.05% | 188 |
|
|
2019
Q2 | $238K | Hold |
6,000
| – | – | 0.05% | 197 |
|
|
2019
Q1 | $239K | Hold |
6,000
| – | – | 0.05% | 193 |
|
|
2018
Q4 | $219K | Hold |
6,000
| – | – | 0.05% | 173 |
|
|
2018
Q3 | $269K | Hold |
6,000
| – | – | 0.06% | 169 |
|
|
2018
Q2 | $253K | Hold |
6,000
| – | – | 0.06% | 180 |
|
|
2018
Q1 | $237K | Hold |
6,000
| – | – | 0.06% | 175 |
|
|
2017
Q4 | $240K | Hold |
6,000
| – | – | 0.06% | 180 |
|
|
2017
Q3 | $230K | Hold |
6,000
| – | – | 0.06% | 177 |
|
|
2017
Q2 | $223K | Hold |
6,000
| – | – | 0.06% | 157 |
|
|
2017
Q1 | $238K | Hold |
6,000
| – | – | 0.07% | 151 |
|
|
2016
Q4 | $255K | Buy |
+6,000
| New | +$255K | 0.08% | 141 |
|