Mesirow Financial Investment 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
Q3 | – | Sell |
-11,554
| Closed | -$215K | – | 89 |
|
|
2023
Q2 | $215K | Sell |
11,554
-1,718
| -13% | -$32K | 0.91% | 66 |
|
|
2023
Q1 | $263K | Buy |
13,272
+413
| +3% | +$8.18K | 1.09% | 48 |
|
|
2022
Q4 | $362K | Hold |
12,859
| – | – | 1.52% | 22 |
|
|
2022
Q3 | $317K | Hold |
12,859
| – | – | 1.51% | 27 |
|
|
2022
Q2 | $350K | Sell |
12,859
-33
| -0.3% | -$898 | 1.69% | 18 |
|
|
2022
Q1 | $403K | Sell |
12,892
-5,017
| -28% | -$157K | 1.36% | 29 |
|
|
2021
Q4 | $544K | Hold |
17,909
| – | – | 1.57% | 26 |
|
|
2021
Q3 | $517K | Buy |
+17,909
| New | +$517K | 1.52% | 21 |
|
|
2021
Q2 | – | Sell |
-557
| Closed | -$14K | – | 112 |
|
|
2021
Q1 | $14K | Buy |
557
+238
| +75% | +$5.98K | 0.04% | 111 |
|
|
2020
Q4 | $6.24K | Buy |
+319
| New | +$6.24K | 0.02% | 113 |
|
|
2020
Q3 | – | Sell |
-17,748
| Closed | -$253K | – | 75 |
|
|
2020
Q2 | $253K | Sell |
17,748
-513
| -3% | -$7.31K | 1.19% | 53 |
|
|
2020
Q1 | $258K | Sell |
18,261
-10,918
| -37% | -$154K | 1.63% | 24 |
|
|
2019
Q4 | $383K | Sell |
29,179
-9,631
| -25% | -$126K | 1.62% | 31 |
|
|
2019
Q3 | $509K | Sell |
38,810
-1,952
| -5% | -$25.6K | 2.14% | 11 |
|
|
2019
Q2 | $539K | Buy |
40,762
+4,384
| +12% | +$58K | 1.97% | 23 |
|
|
2019
Q1 | $477K | Buy |
36,378
+11,643
| +47% | +$153K | 1.9% | 20 |
|
|
2018
Q4 | $290K | Buy |
24,735
+2,282
| +10% | +$26.8K | 1.87% | 25 |
|
|
2018
Q3 | $393K | Buy |
+22,453
| New | +$393K | 2.03% | 18 |
|