Jacobs Levy Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,695
| Closed | -$217K | – | 1030 |
|
|
2022
Q4 | $217K | Sell |
7,695
-8,366
| -52% | -$236K | ﹤0.01% | 895 |
|
|
2022
Q3 | $396K | Buy |
16,061
+4,405
| +38% | +$109K | ﹤0.01% | 856 |
|
|
2022
Q2 | $317K | Sell |
11,656
-10,257
| -47% | -$279K | ﹤0.01% | 918 |
|
|
2022
Q1 | $685K | Sell |
21,913
-4,383
| -17% | -$137K | ﹤0.01% | 815 |
|
|
2021
Q4 | $798K | Sell |
26,296
-169
| -0.6% | -$5.13K | 0.01% | 773 |
|
|
2021
Q3 | $764K | Sell |
26,465
-2,066
| -7% | -$59.6K | 0.01% | 805 |
|
|
2021
Q2 | $739K | Buy |
28,531
+1,888
| +7% | +$48.9K | 0.01% | 802 |
|
|
2021
Q1 | $666K | Buy |
26,643
+10,188
| +62% | +$255K | 0.01% | 816 |
|
|
2020
Q4 | $322K | Buy |
16,455
+3,900
| +31% | +$76.3K | ﹤0.01% | 911 |
|
|
2020
Q3 | $163K | Buy |
+12,555
| New | +$163K | ﹤0.01% | 979 |
|