EPCA
Elizabeth Park Capital Advisors’s First Western Financial MYFW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-79,290
| Closed | -$1.57M | – | 52 |
|
|
2023
Q1 | $1.57M | Sell |
79,290
-143,219
| -64% | -$2.84M | 1.01% | 47 |
|
|
2022
Q4 | $6.26M | Sell |
222,509
-11,510
| -5% | -$324K | 2.8% | 6 |
|
|
2022
Q3 | $5.77M | Sell |
234,019
-24,000
| -9% | -$592K | 2.64% | 9 |
|
|
2022
Q2 | $7.02M | Hold |
258,019
| – | – | 3.02% | 4 |
|
|
2022
Q1 | $8.07M | Hold |
258,019
| – | – | 2.93% | 6 |
|
|
2021
Q4 | $7.83M | Hold |
258,019
| – | – | 3.01% | 8 |
|
|
2021
Q3 | $7.44M | Hold |
258,019
| – | – | 2.62% | 11 |
|
|
2021
Q2 | $6.68M | Sell |
258,019
-54,577
| -17% | -$1.41M | 2.55% | 16 |
|
|
2021
Q1 | $7.82M | Sell |
312,596
-4,316
| -1% | -$108K | 2.6% | 19 |
|
|
2020
Q4 | $6.2M | Hold |
316,912
| – | – | 2.66% | 21 |
|
|
2020
Q3 | $4.1M | Buy |
316,912
+339
| +0.1% | +$4.39K | 2.68% | 21 |
|
|
2020
Q2 | $4.51M | Sell |
316,573
-82,516
| -21% | -$1.18M | 2.86% | 14 |
|
|
2020
Q1 | $5.64M | Sell |
399,089
-69,509
| -15% | -$983K | 4.27% | 7 |
|
|
2019
Q4 | $7.72M | Buy |
468,598
+1,157
| +0.2% | +$19.1K | 3.02% | 17 |
|
|
2019
Q3 | $7.99M | Buy |
467,441
+758
| +0.2% | +$13K | 3.15% | 13 |
|
|
2019
Q2 | $6.19M | Buy |
466,683
+600
| +0.1% | +$7.96K | 2.53% | 21 |
|
|
2019
Q1 | $6.11M | Buy |
466,083
+69,190
| +17% | +$907K | 2.44% | 21 |
|
|
2018
Q4 | $4.65M | Buy |
396,893
+204,180
| +106% | +$2.39M | 1.9% | 24 |
|
|
2018
Q3 | $3.37M | Buy |
+192,713
| New | +$3.37M | 0.94% | 34 |
|