A detailed history of Charles Schwab Investment Management Inc transactions in First Western Financial Inc stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 22,554 shares of MYFW stock, worth $474,761. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,554
Previous 20,962 7.59%
Holding current value
$474,761
Previous $356,000 26.69%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$15.61 - $20.03 $24,851 - $31,887
1,592 Added 7.59%
22,554 $451,000
Q4 2023

Feb 06, 2024

SELL
$13.18 - $20.96 $18,900 - $30,056
-1,434 Reduced 6.4%
20,962 $415,000
Q3 2023

Nov 08, 2023

BUY
$18.15 - $21.86 $24,919 - $30,013
1,373 Added 6.53%
22,396 $406,000
Q2 2023

Aug 09, 2023

BUY
$14.29 - $19.68 $4,672 - $6,435
327 Added 1.58%
21,023 $391,000
Q4 2022

Feb 13, 2023

BUY
$24.52 - $30.53 $14,564 - $18,134
594 Added 2.95%
20,696 $582,000
Q3 2022

Nov 14, 2022

SELL
$24.65 - $29.4 $838 - $999
-34 Reduced 0.17%
20,102 $496,000
Q2 2022

Aug 15, 2022

BUY
$27.19 - $33.4 $547,497 - $672,542
20,136 New
20,136 $548,000
Q2 2021

Aug 16, 2021

SELL
$24.55 - $28.97 $397,464 - $469,024
-16,190 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$18.04 - $29.47 $48,708 - $79,569
2,700 Added 20.01%
16,190 $405,000
Q2 2020

Aug 14, 2020

BUY
$11.91 - $15.48 $160,665 - $208,825
13,490 New
13,490 $193,000

Others Institutions Holding MYFW

About First Western Financial Inc


  • Ticker MYFW
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 9,492,010
  • Market Cap $200M
  • Description
  • First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, ...
More about MYFW
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