Legacy Wealth Asset Management’s First Interstate BancSystem FIBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,327	Closed	-$348K	–	348
2023 Q4	$348K	Sell	11,327 -315	-3%	-$8.19K	0.11%	272
2023 Q3	$290K	Sell	11,642 -84	-0.7%	-$2.19K	0.11%	282
2023 Q2	$280K	Sell	11,726 -127	-1%	-$3.2K	0.1%	292
2023 Q1	$354K	Sell	11,853 -239	-2%	-$8.41K	0.13%	273
2022 Q4	$467K	Buy	12,092 +206	+2%	+$8.71K	0.18%	193
2022 Q3	$480K	Sell	11,886 -160	-1%	-$6.45K	0.21%	172
2022 Q2	$459K	Buy	12,046 +280	+2%	+$9.98K	0.19%	180
2022 Q1	$433K	Buy	11,766 +432	+4%	+$17K	0.15%	206
2021 Q4	$461K	Buy	11,334 +252	+2%	+$10.5K	0.16%	207
2021 Q3	$446K	Buy	11,082 +39	+0.4%	+$1.65K	0.2%	185
2021 Q2	$462K	Buy	11,043 +22	+0.2%	+$1.01K	0.21%	182
2021 Q1	$507K	Buy	11,021 +360	+3%	+$16K	0.23%	170
2020 Q4	$435K	Buy	+10,661	New	+$405K	0.22%	175