Lido Advisors’s First Western Financial MYFW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
13,924
| – | – | ﹤0.01% | 1186 |
|
|
2025
Q1 | $274K | Hold |
13,924
| – | – | ﹤0.01% | 1158 |
|
|
2024
Q4 | $272K | Hold |
13,924
| – | – | ﹤0.01% | 1150 |
|
|
2024
Q3 | $278K | Hold |
13,924
| – | – | ﹤0.01% | 1069 |
|
|
2024
Q2 | $237K | Hold |
13,924
| – | – | ﹤0.01% | 1096 |
|
|
2024
Q1 | $203K | Hold |
13,924
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q4 | $276K | Hold |
13,924
| – | – | ﹤0.01% | 964 |
|
|
2023
Q3 | $253K | Hold |
13,924
| – | – | ﹤0.01% | 889 |
|
|
2023
Q2 | $259K | Hold |
13,924
| – | – | ﹤0.01% | 901 |
|
|
2023
Q1 | $276K | Buy |
+13,924
| New | +$276K | ﹤0.01% | 813 |
|