CCIA
Cherry Creek Investment Advisors’s First Western Financial MYFW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
51,939
| – | – | 0.55% | 37 |
|
|
2025
Q1 | $1.02M | Hold |
51,939
| – | – | 0.53% | 35 |
|
|
2024
Q4 | $1.02M | Hold |
51,939
| – | – | 0.5% | 35 |
|
|
2024
Q3 | $1.04M | Hold |
51,939
| – | – | 0.54% | 33 |
|
|
2024
Q2 | $883K | Hold |
51,939
| – | – | 0.46% | 35 |
|
|
2024
Q1 | $757K | Sell |
51,939
-6,000
| -10% | -$87.5K | 0.41% | 42 |
|
|
2023
Q4 | $1.15M | Sell |
57,939
-1,501
| -3% | -$29.8K | 0.7% | 33 |
|
|
2023
Q3 | $1.08M | Buy |
59,440
+1,000
| +2% | +$18.2K | 0.73% | 33 |
|
|
2023
Q2 | $1.09M | Buy |
58,440
+1,500
| +3% | +$27.9K | 0.73% | 31 |
|
|
2023
Q1 | $1.13M | Buy |
56,940
+1,000
| +2% | +$19.8K | 0.83% | 30 |
|
|
2022
Q4 | $1.57M | Hold |
55,940
| – | – | 1.22% | 22 |
|
|
2022
Q3 | $1.38M | Buy |
55,940
+1,000
| +2% | +$24.7K | 1.14% | 24 |
|
|
2022
Q2 | $1.49M | Hold |
54,940
| – | – | 1.2% | 22 |
|
|
2022
Q1 | $1.72M | Hold |
54,940
| – | – | 1.13% | 24 |
|
|
2021
Q4 | $1.67M | Buy |
54,940
+3,001
| +6% | +$91.1K | 1.04% | 31 |
|
|
2021
Q3 | $1.5M | Hold |
51,939
| – | – | 1% | 34 |
|
|
2021
Q2 | $1.35M | Buy |
+51,939
| New | +$1.35M | 0.88% | 37 |
|