ELCO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Hold |
18,372
| – | – | 0.22% | 93 |
|
|
2025
Q1 | $361K | Sell |
18,372
-391
| -2% | -$7.68K | 0.2% | 91 |
|
|
2024
Q4 | $367K | Buy |
18,763
+5,971
| +47% | +$117K | 0.19% | 101 |
|
|
2024
Q3 | $256K | Buy |
12,792
+1,378
| +12% | +$27.6K | 0.14% | 135 |
|
|
2024
Q2 | $194K | Buy |
+11,414
| New | +$194K | 0.11% | 144 |
|
|
2023
Q2 | – | Sell |
-10,046
| Closed | -$199K | – | 135 |
|
|
2023
Q1 | $199K | Sell |
10,046
-1,604
| -14% | -$31.8K | 0.14% | 123 |
|
|
2022
Q4 | $328K | Buy |
11,650
+46
| +0.4% | +$1.3K | 0.25% | 87 |
|
|
2022
Q3 | $286K | Hold |
11,604
| – | – | 0.23% | 94 |
|
|
2022
Q2 | $316K | Sell |
11,604
-5,941
| -34% | -$162K | 0.26% | 91 |
|
|
2022
Q1 | $548K | Hold |
17,545
| – | – | 0.37% | 63 |
|
|
2021
Q4 | $533K | Hold |
17,545
| – | – | 0.38% | 72 |
|
|
2021
Q3 | $506K | Buy |
17,545
+90
| +0.5% | +$2.6K | 0.39% | 73 |
|
|
2021
Q2 | $452K | Sell |
17,455
-3,197
| -15% | -$82.8K | 0.34% | 77 |
|
|
2021
Q1 | $517K | Sell |
20,652
-7,406
| -26% | -$185K | 0.47% | 68 |
|
|
2020
Q4 | $549K | Hold |
28,058
| – | – | 0.47% | 60 |
|
|
2020
Q3 | $363K | Sell |
28,058
-3,044
| -10% | -$39.4K | 0.3% | 86 |
|
|
2020
Q2 | $443K | Sell |
31,102
-8,098
| -21% | -$115K | 0.37% | 69 |
|
|
2020
Q1 | $554K | Sell |
39,200
-529
| -1% | -$7.48K | 0.58% | 49 |
|
|
2019
Q4 | $654K | Buy |
39,729
+2,864
| +8% | +$47.1K | 0.39% | 69 |
|
|
2019
Q3 | $630K | Buy |
36,865
+2,510
| +7% | +$42.9K | 0.38% | 64 |
|
|
2019
Q2 | $456K | Buy |
+34,355
| New | +$456K | 0.25% | 92 |
|