Merriman Wealth Management’s First Interstate BancSystem FIBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-19,996
| Closed | -$816K | – | 194 |
|
|
2020
Q4 | $816K | Buy |
+19,996
| New | +$816K | 0.09% | 123 |
|
|
2020
Q2 | – | Sell |
-19,996
| Closed | -$577K | – | 168 |
|
|
2020
Q1 | $577K | Hold |
19,996
| – | – | 0.13% | 79 |
|
|
2019
Q4 | $838K | Sell |
19,996
-11,056
| -36% | -$463K | 0.16% | 104 |
|
|
2019
Q3 | $1.25M | Hold |
31,052
| – | – | 0.25% | 74 |
|
|
2019
Q2 | $12.3K | Buy |
31,052
+11,056
| +55% | +$4.39K | 0.24% | 81 |
|
|
2019
Q1 | $796K | Hold |
19,996
| – | – | 0.15% | 110 |
|
|
2018
Q4 | $752K | Hold |
19,996
| – | – | 0.16% | 77 |
|
|
2018
Q3 | $896K | Buy |
+19,996
| New | +$896K | 0.19% | 87 |
|