Dalton, Greiner, Hartman, Maher & Co’s First Western Financial MYFW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,255
| Closed | -$357K | – | 84 |
|
|
2021
Q1 | $357K | Sell |
14,255
-11,356
| -44% | -$284K | 0.28% | 126 |
|
|
2020
Q4 | $501K | Sell |
25,611
-66,568
| -72% | -$1.3M | 0.11% | 146 |
|
|
2020
Q3 | $1.19M | Sell |
92,179
-5,128
| -5% | -$66.4K | 0.2% | 144 |
|
|
2020
Q2 | $1.39M | Buy |
97,307
+36,812
| +61% | +$525K | 0.14% | 156 |
|
|
2020
Q1 | $855K | Buy |
60,495
+18,291
| +43% | +$259K | 0.09% | 160 |
|
|
2019
Q4 | $695K | Buy |
+42,204
| New | +$695K | 0.05% | 154 |
|