Waldron Private Wealth’s First Western Financial MYFW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-16,810
| Closed | -$287K | – | 282 |
|
|
2019
Q3 | $287K | Sell |
16,810
-2,500
| -13% | -$42.7K | 0.03% | 194 |
|
|
2019
Q2 | $256K | Hold |
19,310
| – | – | 0.03% | 206 |
|
|
2019
Q1 | $253K | Hold |
19,310
| – | – | 0.03% | 213 |
|
|
2018
Q4 | $226K | Hold |
19,310
| – | – | 0.03% | 187 |
|
|
2018
Q3 | $337K | Buy |
+19,310
| New | +$337K | 0.07% | 137 |
|