JWM
JGP Wealth Management’s First Interstate BancSystem FIBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,176
| Closed | -$255K | – | 179 |
|
|
2024
Q2 | $255K | Hold |
9,176
| – | – | 0.04% | 155 |
|
|
2024
Q1 | $250K | Hold |
9,176
| – | – | 0.04% | 156 |
|
|
2023
Q4 | $282K | Hold |
9,176
| – | – | 0.04% | 146 |
|
|
2023
Q3 | $229K | Hold |
9,176
| – | – | 0.04% | 145 |
|
|
2023
Q2 | $219K | Hold |
9,176
| – | – | 0.04% | 145 |
|
|
2023
Q1 | $274K | Hold |
9,176
| – | – | 0.05% | 129 |
|
|
2022
Q4 | $355K | Hold |
9,176
| – | – | 0.07% | 121 |
|
|
2022
Q3 | $381K | Sell |
9,176
-833
| -8% | -$34.6K | 0.08% | 113 |
|
|
2022
Q2 | $387K | Hold |
10,009
| – | – | 0.08% | 112 |
|
|
2022
Q1 | $345K | Hold |
10,009
| – | – | 0.06% | 124 |
|
|
2021
Q4 | $437K | Hold |
10,009
| – | – | 0.08% | 111 |
|
|
2021
Q3 | $403K | Hold |
10,009
| – | – | 0.09% | 107 |
|
|
2021
Q2 | $419K | Hold |
10,009
| – | – | 0.09% | 111 |
|
|
2021
Q1 | $461K | Hold |
10,009
| – | – | 0.1% | 100 |
|
|
2020
Q4 | $412K | Hold |
10,009
| – | – | 0.1% | 101 |
|
|
2020
Q3 | $358K | Hold |
10,009
| – | – | 0.1% | 98 |
|
|
2020
Q2 | $286K | Hold |
10,009
| – | – | 0.08% | 101 |
|
|
2020
Q1 | $297K | Sell |
10,009
-15
| -0.1% | -$445 | 0.11% | 102 |
|
|
2019
Q4 | $417K | Hold |
10,024
| – | – | 0.12% | 95 |
|
|
2019
Q3 | $395K | Hold |
10,024
| – | – | 0.14% | 93 |
|
|
2019
Q2 | $397K | Buy |
+10,024
| New | +$397K | 0.14% | 95 |
|