Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,515
| Closed | -$605K | – | 187 |
|
|
2023
Q4 | $605K | Buy |
+30,515
| New | +$605K | 0.13% | 82 |
|
|
2023
Q3 | – | Sell |
-33,912
| Closed | -$631K | – | 166 |
|
|
2023
Q2 | $631K | Hold |
33,912
| – | – | 0.14% | 71 |
|
|
2023
Q1 | $671K | Hold |
33,912
| – | – | 0.15% | 67 |
|
|
2022
Q4 | $955K | Sell |
33,912
-4,424
| -12% | -$125K | 0.23% | 67 |
|
|
2022
Q3 | $945K | Sell |
38,336
-992
| -3% | -$24.5K | 0.24% | 65 |
|
|
2022
Q2 | $1.07M | Hold |
39,328
| – | – | 0.29% | 63 |
|
|
2022
Q1 | $1.23M | Buy |
+39,328
| New | +$1.23M | 0.34% | 57 |
|