O'Shaughnessy Asset Management’s First Western Financial MYFW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,753
| Closed | -$137K | – | 2015 |
|
|
2021
Q3 | $137K | Sell |
4,753
-2,434
| -34% | -$70.2K | ﹤0.01% | 1223 |
|
|
2021
Q2 | $186K | Buy |
7,187
+614
| +9% | +$15.9K | ﹤0.01% | 1065 |
|
|
2021
Q1 | $164K | Sell |
6,573
-2,938
| -31% | -$73.3K | ﹤0.01% | 1005 |
|
|
2020
Q4 | $186K | Buy |
9,511
+6,792
| +250% | +$133K | 0.01% | 848 |
|
|
2020
Q3 | $35K | Buy |
+2,719
| New | +$35K | ﹤0.01% | 1156 |
|