Nuveen Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $550K | Hold |
28,148
| – | – | ﹤0.01% | 2952 |
|
|
2024
Q3 | $563K | Buy |
28,148
+810
| +3% | +$16.2K | ﹤0.01% | 2975 |
|
|
2024
Q2 | $465K | Buy |
27,338
+1,833
| +7% | +$31.2K | ﹤0.01% | 3022 |
|
|
2024
Q1 | $372K | Hold |
25,505
| – | – | ﹤0.01% | 3052 |
|
|
2023
Q4 | $506K | Buy |
25,505
+4,383
| +21% | +$86.9K | ﹤0.01% | 2995 |
|
|
2023
Q3 | $383K | Hold |
21,122
| – | – | ﹤0.01% | 2919 |
|
|
2023
Q2 | $393K | Hold |
21,122
| – | – | ﹤0.01% | 2961 |
|
|
2023
Q1 | $418K | Sell |
21,122
-336
| -2% | -$6.65K | ﹤0.01% | 2846 |
|
|
2022
Q4 | $604K | Sell |
21,458
-10,318
| -32% | -$290K | ﹤0.01% | 2831 |
|
|
2022
Q3 | $783K | Sell |
31,776
-88
| -0.3% | -$2.17K | ﹤0.01% | 2846 |
|
|
2022
Q2 | $866K | Buy |
+31,864
| New | +$866K | ﹤0.01% | 2852 |
|
|
2021
Q2 | – | Sell |
-10,003
| Closed | -$250K | – | 3388 |
|
|
2021
Q1 | $250K | Hold |
10,003
| – | – | ﹤0.01% | 3202 |
|
|
2020
Q4 | $196K | Hold |
10,003
| – | – | ﹤0.01% | 3200 |
|
|
2020
Q3 | $130K | Hold |
10,003
| – | – | ﹤0.01% | 3197 |
|
|
2020
Q2 | $143K | Buy |
+10,003
| New | +$143K | ﹤0.01% | 3138 |
|