Segall Bryant & Hamill’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
Q4 | – | Sell |
-11,644
| Closed | -$211K | – | 423 |
|
|
2023
Q3 | $211K | Hold |
11,644
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $217K | Hold |
11,644
| – | – | ﹤0.01% | 672 |
|
|
2023
Q1 | $230K | Hold |
11,644
| – | – | ﹤0.01% | 681 |
|
|
2022
Q4 | $327K | Hold |
11,644
| – | – | ﹤0.01% | 636 |
|
|
2022
Q3 | $287K | Hold |
11,644
| – | – | ﹤0.01% | 665 |
|
|
2022
Q2 | $317K | Hold |
11,644
| – | – | ﹤0.01% | 656 |
|
|
2022
Q1 | $364K | Hold |
11,644
| – | – | ﹤0.01% | 647 |
|
|
2021
Q4 | $354K | Hold |
11,644
| – | – | ﹤0.01% | 537 |
|
|
2021
Q3 | $336K | Hold |
11,644
| – | – | ﹤0.01% | 678 |
|
|
2021
Q2 | $301K | Hold |
11,644
| – | – | ﹤0.01% | 688 |
|
|
2021
Q1 | $291K | Hold |
11,644
| – | – | ﹤0.01% | 730 |
|
|
2020
Q4 | $228K | Hold |
11,644
| – | – | ﹤0.01% | 693 |
|
|
2020
Q3 | $151K | Hold |
11,644
| – | – | ﹤0.01% | 686 |
|
|
2020
Q2 | $166K | Hold |
11,644
| – | – | ﹤0.01% | 757 |
|
|
2020
Q1 | $165K | Hold |
11,644
| – | – | ﹤0.01% | 749 |
|
|
2019
Q4 | $192K | Hold |
11,644
| – | – | ﹤0.01% | 795 |
|
|
2019
Q3 | $199K | Hold |
11,644
| – | – | ﹤0.01% | 798 |
|
|
2019
Q2 | $154K | Hold |
11,644
| – | – | ﹤0.01% | 793 |
|
|
2019
Q1 | $153K | Hold |
11,644
| – | – | ﹤0.01% | 803 |
|
|
2018
Q4 | $136K | Buy |
+11,644
| New | +$136K | ﹤0.01% | 796 |
|