Back to MYFW
True Wealth Design, LLC → MYFW
True Wealth Design, LLC MYFW Position History
First Western Financial, Inc. • Banking
Quarters held
5
Latest value
$300
Q3 2026
Peak value
$300
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $185 |
| Q4 2025 | $242 |
| Q1 2026 | $222 |
| Q2 2026 | $225 |
| Q3 2026 | $300 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $300 | 10 | — | — |
| Q2 2026 | $225 | 7 | — | — |
| Q1 2026 | $222 | 9 | — | — |
| Q4 2025 | $242 | 9 | — | — |
| Q3 2025 | $185 | 8 | — | — |