LWAM
Legacy Wealth Asset Management’s First Interstate BancSystem FIBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,327
| Closed | -$348K | – | 348 |
|
|
2023
Q4 | $348K | Sell |
11,327
-315
| -3% | -$9.69K | 0.11% | 272 |
|
|
2023
Q3 | $290K | Sell |
11,642
-84
| -0.7% | -$2.1K | 0.11% | 282 |
|
|
2023
Q2 | $280K | Sell |
11,726
-127
| -1% | -$3.03K | 0.1% | 292 |
|
|
2023
Q1 | $354K | Sell |
11,853
-239
| -2% | -$7.14K | 0.13% | 273 |
|
|
2022
Q4 | $467K | Buy |
12,092
+206
| +2% | +$7.96K | 0.18% | 193 |
|
|
2022
Q3 | $480K | Sell |
11,886
-160
| -1% | -$6.46K | 0.21% | 172 |
|
|
2022
Q2 | $459K | Buy |
12,046
+280
| +2% | +$10.7K | 0.19% | 180 |
|
|
2022
Q1 | $433K | Buy |
11,766
+432
| +4% | +$15.9K | 0.15% | 206 |
|
|
2021
Q4 | $461K | Buy |
11,334
+252
| +2% | +$10.3K | 0.16% | 207 |
|
|
2021
Q3 | $446K | Buy |
11,082
+39
| +0.4% | +$1.57K | 0.2% | 185 |
|
|
2021
Q2 | $462K | Buy |
11,043
+22
| +0.2% | +$920 | 0.21% | 182 |
|
|
2021
Q1 | $507K | Buy |
11,021
+360
| +3% | +$16.6K | 0.23% | 170 |
|
|
2020
Q4 | $435K | Buy |
+10,661
| New | +$435K | 0.22% | 175 |
|