Janiczek Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,673
| Closed | -$80K | – | 164 |
|
|
2019
Q3 | $80K | Hold |
4,673
| – | – | 0.04% | 57 |
|
|
2019
Q2 | $62K | Hold |
4,673
| – | – | 0.03% | 64 |
|
|
2019
Q1 | $61K | Buy |
+4,673
| New | +$61K | 0.03% | 71 |
|
|
2018
Q4 | – | Sell |
-4,673
| Closed | -$82K | – | 173 |
|
|
2018
Q3 | $82K | Buy |
+4,673
| New | +$82K | 0.04% | 57 |
|