BHZ Capital Management’s First Western Financial MYFW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,886
| Closed | -$434K | – | 132 |
|
|
2022
Q1 | $434K | Sell |
13,886
-30,376
| -69% | -$949K | 0.15% | 107 |
|
|
2021
Q4 | $1.34M | Sell |
44,262
-99
| -0.2% | -$3.01K | 0.46% | 59 |
|
|
2021
Q3 | $1.28M | Buy |
44,361
+1,838
| +4% | +$53K | 0.44% | 62 |
|
|
2021
Q2 | $1.1M | Buy |
42,523
+17,381
| +69% | +$450K | 0.41% | 72 |
|
|
2021
Q1 | $629K | Sell |
25,142
-32,955
| -57% | -$824K | 0.2% | 92 |
|
|
2020
Q4 | $1.14M | Buy |
58,097
+206
| +0.4% | +$4.03K | 0.38% | 72 |
|
|
2020
Q3 | $750K | Buy |
57,891
+6,318
| +12% | +$81.9K | 0.32% | 89 |
|
|
2020
Q2 | $735K | Buy |
51,573
+1,630
| +3% | +$23.2K | 0.29% | 86 |
|
|
2020
Q1 | $706K | Sell |
49,943
-780
| -2% | -$11K | 0.27% | 96 |
|
|
2019
Q4 | $835K | Buy |
50,723
+25,601
| +102% | +$421K | 0.2% | 109 |
|
|
2019
Q3 | $429K | Sell |
25,122
-2,529
| -9% | -$43.2K | 0.1% | 115 |
|
|
2019
Q2 | $367K | Buy |
+27,651
| New | +$367K | 0.09% | 120 |
|