Riverwater Partners’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
Q1 | – | Sell |
-9,332
| Closed | -$263K | – | 208 |
|
2022
Q4 | $263K | Hold |
9,332
| – | – | 0.22% | 145 |
|
2022
Q3 | $230K | Sell |
9,332
-6,040
| -39% | -$149K | 0.23% | 153 |
|
2022
Q2 | $418K | Sell |
15,372
-2,108
| -12% | -$57.3K | 0.42% | 77 |
|
2022
Q1 | $546K | Hold |
17,480
| – | – | 0.9% | 46 |
|
2021
Q4 | $531K | Buy |
+17,480
| New | +$531K | 0.47% | 68 |
|