Franklin Resources’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 |
-110,706
| Closed | -$2.2M | – | 2915 |
|
|
2023
Q4 | $2.2M | Hold |
110,706
| – | – | ﹤0.01% | 1364 |
|
|
2023
Q3 | $2.01M | Hold |
110,706
| – | – | ﹤0.01% | 1385 |
|
|
2023
Q2 | $2.06M | Hold |
110,706
| – | – | ﹤0.01% | 1399 |
|
|
2023
Q1 | $2.19M | Hold |
110,706
| – | – | ﹤0.01% | 1334 |
|
|
2022
Q4 | $3.12M | Hold |
110,706
| – | – | ﹤0.01% | 1256 |
|
|
2022
Q3 | $2.73M | Hold |
110,706
| – | – | ﹤0.01% | 1250 |
|
|
2022
Q2 | $3.01M | Hold |
110,706
| – | – | ﹤0.01% | 1244 |
|
|
2022
Q1 | $3.46M | Hold |
110,706
| – | – | ﹤0.01% | 1250 |
|
|
2021
Q4 | $3.36M | Hold |
110,706
| – | – | ﹤0.01% | 1348 |
|
|
2021
Q3 | $3.21M | Hold |
110,706
| – | – | ﹤0.01% | 1323 |
|
|
2021
Q2 | $2.87M | Buy |
110,706
+42,200
| +62% | +$1.09M | ﹤0.01% | 1273 |
|
|
2021
Q1 | $1.71M | Buy |
68,506
+43,977
| +179% | +$1.1M | ﹤0.01% | 1364 |
|
|
2020
Q4 | $480K | Hold |
24,529
| – | – | ﹤0.01% | 1553 |
|
|
2020
Q3 | $318K | Buy |
24,529
+236
| +1% | +$3.06K | ﹤0.01% | 1565 |
|
|
2020
Q2 | $344K | Buy |
24,293
+13,793
| +131% | +$195K | ﹤0.01% | 1432 |
|
|
2020
Q1 | $140K | Buy |
+10,500
| New | +$140K | ﹤0.01% | 1426 |
|