WFA
West Financial Advisors’s First Interstate BancSystem FIBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,332
| Closed | -$194K | – | 213 |
|
|
2024
Q3 | $194K | Hold |
6,332
| – | – | 0.04% | 56 |
|
|
2024
Q2 | $176K | Hold |
6,332
| – | – | 0.04% | 59 |
|
|
2024
Q1 | $172K | Hold |
6,332
| – | – | 0.04% | 59 |
|
|
2023
Q4 | $195K | Hold |
6,332
| – | – | 0.04% | 54 |
|
|
2023
Q3 | $158K | Hold |
6,332
| – | – | 0.04% | 60 |
|
|
2023
Q2 | $151K | Hold |
6,332
| – | – | 0.04% | 59 |
|
|
2023
Q1 | $189K | Buy |
6,332
+2,120
| +50% | +$63.3K | 0.05% | 55 |
|
|
2022
Q4 | $163K | Hold |
4,212
| – | – | 0.05% | 55 |
|
|
2022
Q3 | $170K | Hold |
4,212
| – | – | 0.05% | 59 |
|
|
2022
Q2 | $161K | Hold |
4,212
| – | – | 0.05% | 58 |
|
|
2022
Q1 | $155K | Buy |
+4,212
| New | +$155K | 0.04% | 64 |
|