Covestor LTD First Western Financial Inc Transaction History

Covestor LTD

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$13.52 - $18.34 $297 - $403	-22 Closed	0 $0
Q1 2024 May 10, 2024	SELL	$13.12 - $19.62 $223 - $333	-17 Reduced 43.59%	22 $0
Q4 2023 Feb 09, 2024	SELL	$13.18 - $20.96 $13 - $20	-1 Reduced 2.5%	39 $1,000
Q3 2023 Nov 13, 2023	SELL	$18.15 - $21.86 $780 - $939	-43 Reduced 51.81%	40 $1,000
Q2 2023 Aug 11, 2023	BUY	$14.29 - $19.68 $1,186 - $1,633	83 New	83 $2,000
Q1 2023 May 15, 2023	BUY	$19.17 - $27.36 $0 - $0	0 New	0 $0

5.57M

Ticker MYFW
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 9,492,010
Market Cap $196M
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, ...

Get notified when there are updates to the investment portfolio of Covestor LTD, based on Form 13F filings with the SEC.

Stay updated on Covestor LTD with notifications on news.