RhumbLine Advisers’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 | $296K | Buy |
13,112
+415
| +3% | +$9.36K | ﹤0.01% | 2995 |
|
|
2025
Q1 | $249K | Buy |
12,697
+74
| +0.6% | +$1.45K | ﹤0.01% | 2998 |
|
|
2024
Q4 | $247K | Buy |
12,623
+1,090
| +9% | +$21.3K | ﹤0.01% | 3095 |
|
|
2024
Q3 | $231K | Sell |
11,533
-416
| -3% | -$8.32K | ﹤0.01% | 3163 |
|
|
2024
Q2 | $203K | Sell |
11,949
-350
| -3% | -$5.95K | ﹤0.01% | 3218 |
|
|
2024
Q1 | $179K | Buy |
12,299
+278
| +2% | +$4.05K | ﹤0.01% | 3230 |
|
|
2023
Q4 | $238K | Sell |
12,021
-230
| -2% | -$4.56K | ﹤0.01% | 3099 |
|
|
2023
Q3 | $222K | Buy |
12,251
+257
| +2% | +$4.66K | ﹤0.01% | 3098 |
|
|
2023
Q2 | $223K | Sell |
11,994
-374
| -3% | -$6.96K | ﹤0.01% | 3185 |
|
|
2023
Q1 | $245K | Buy |
12,368
+365
| +3% | +$7.23K | ﹤0.01% | 2680 |
|
|
2022
Q4 | $338K | Buy |
12,003
+65
| +0.5% | +$1.83K | ﹤0.01% | 2632 |
|
|
2022
Q3 | $294K | Buy |
11,938
+636
| +6% | +$15.7K | ﹤0.01% | 2734 |
|
|
2022
Q2 | $307K | Buy |
+11,302
| New | +$307K | ﹤0.01% | 2738 |
|